Getting smarter investors to move beyond an “offense-only” approach
Most respondents in new survey say they have a financial plan, on the right track but their confidence may be misplaced.
People who can be classified as members of the growing mass affluent group might be considered better informed and more sophisticated at planning their financial futures. They have achieved success through hard work, and they have invested wisely, quite often with the assistance of a financial profe
Learn more about reprints and licensing for this article.