Sometimes advisors can be myopic in their marketing approach, focusing on the rate of return at the expense of other product features.
Drawing conclusions on a large population can be fraught with over-generalizations. Middle America seems to trend conservative in their risk tolerance. A tactical planning option is to use a tax-diversification strategy that protects middle class money from taxation.
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Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Both shows are sponsored by Ash Brokerage. Steve is the #1 online author and videographer of insurance content. Steve has been cited on FO... More