Sarah Keys, CDFA®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was featured by Barron’s in “Being Rich Doesn’t Mean Being Smart About Money. 11 Costly Mistakes to Avoid.”
“It’s sort of like, ‘Hey I made a big bet and I won, and therefore I’m good at this and I’ll be able to do it again.’ What’s missing is proper consideration of the rarity of their success or, more important, any sort of thought process around how it fits into their overall financial strategy and their goals and objectives.”
Access the full article authored by Steve Garmhausen here.
