Why age may not reflect your true investment time horizon.
How increasing bond exposure can limit long-term growth.
Why retirement risk goes beyond market volatility.
How guaranteed income can support long-term investing.
A purpose-based approach to income, liquidity, and growth.
Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/