Bob Veres Media Reviews: Nobody Knows Anything
Professional Insights
  • Home
Abstract image of a city at night
Professional Insights

Bob Veres Media Reviews: Nobody Knows Anything

Jul 30, 2022 · 8 min read





MEDIA REVIEWS - July 16-31, 2022

The second half of the month Advisor Perspectives and articles include a cautionary column about possible market downturns (and the impact on advisory firm revenues and retiring clients), signs that a client might be looking to move to another advisor, a how-to article about helping younger clients plan a sabbatical from work, and a discussion between Michael Kitces and Carl Richards on whether it makes sense to set concrete goals, or instead help

Download the MEDIA REVIEWS - July 16-31, 2022

File name: mediareviews73122.pdf

Reserved for PFP Section members

Already a PFP Section member?

Log in with your AICPA account
Forgotten email
Forgotten password

Not a PFP Section member?

Discover the benefits of AICPA membership and Personal Financial Planning Section membership. To gain access to exclusive content, your first step is to join the AICPA.

Related content