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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. The Team covers AMR's financial planning process,...
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.
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.
