Nick Hopwood, CFP® chats with Ben Lavine, CFA®, CAIA, and Chief Investment Officer of 3D Asset Management. Ben discusses his take on the markets and economy from the first half of 2018 and shares with us what he sees as opportunities and risks for the second half of the year.
Peak Wealth Management is a full-service Registered Investment Advisor located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.