Rajiv Nandi – Global Delivery Executive at IBM

Dilshad is a through professional and a true leader in her field of financial consulting. I have been working with her last 5 years and truly impressed with her depth of knowledge both for mutual funds and investment market at a macro level. She meticulously works with her clients to help them move to their […]

When Behavioral Biases turn away from the simple truth; what do you think happens to financial decision making?

Long-term financial planning is extremely important for lifetime financial security, but it is also exceptionally difficult for most investors. By improving decision making among clients, financial advisors can improve lifetime financial security