Below is a preview of our 2017 Q3 market review.
Download the full PDF report at the end of this post for our complete commentary.
This report features world capital market performance and a timeline of events for the past quarter.
Today I’m proud to celebrate the public launch of Entelechy, a next generation financial planning firm. What started as a quest to determine how to make both financial planning and investment management more accessible and relevant has resulted in the creation of a new business, and I couldn’t be more excited.
But what exactly is a next generation financial planning firm? Why create one? And why give it this strange name?