Takeaways from Saltmarsh Financial Advisors' Investment Education Series.
4/24/2019
Saltmarsh Financial Advisors. recently hosted a series of investment-focused events in Pensacola. and Tampa. to educate clients on the value of following an investment approach based on discipline and risk tolerance.
Among our guests, was a friend of the firm and public relations professional, Andrew Bowen, APR who summarized his thoughts on Lupescu’s guidance and the four elements for investment success: purpose, balance, efficiency, and discipline.
Read Bowen’s full article and key takeaways from the event here..
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