Paul Brahim, CFP®, AIFA®, Managing Director, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by CNN in “How to Know If a Financial Robo-Advisor is Right for You.”
“Consider business owners in their 40s or 50s whose assets are concentrated in their businesses: It’s illiquid but ostensibly worth a whole bunch. They have tax and estate planning issues, cash flow and debt management issues,” Brahim said.
Access the full article authored by Jeanne Sahadi here.
In the news
Media appearances
MarketWatch: Laura Mattia Featured in "The world’s largest asset manager says you can’t count on bonds anymore. What are retirees supposed to do now?"
