What Millionaires Do in Bear Markets; AMR's Financial Plan; Stress Testing your Financial Plan
What Millionaires Do in Bear Markets; AMR's Financial Plan; Stress Testing your Financial Plan

What Millionaires Do in Bear Markets; AMR's Financial Plan; Stress Testing your Financial Plan

DnQ_💙

47 min
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Description

<p>CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and Lead Financial Planner, Scott Birmingham, CFP®, talk about the down market and discuss what millionaires typically do when in Bear Market territory.</p> <p>The Team covers AMR's financial planning process, explaining the attention AMR puts in when forming and stress testing a financial plan. Chris brings up the importance of understanding the client's circumstances. Scott describes what a Monte Carlo simulation is and why it is helpful.</p>

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