Below is a preview of our 2018 Q1 market review.
Download the full PDF report at the end of this post for our complete commentary.
This review features world capital market performance and a timeline of events for the past quarter.
Entelechy has been named one of the best fee-only financial planners in the Washington, DC area!
Every other year, Washingtonian Magazine publishes a list of the Washington, DC metro region’s top financial professionals. To create the list, the editors of Washingtonian survey hundreds of individuals in the local financial industry, asking whom they would trust with their money. After conducting their own research, the editors finalize their list based on the professionals who receive the strongest recommendations.
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?