How Top Financial Advisors Are Using Behavioral Science To Rethink Your Investments – September 11, 2018
When a longtime client announced she wanted to buy a million-dollar vacation home on Martha’s Vineyard within the next ten years for cash, financial advisor Lori Van Dusen didn’t flinch.
The woman and her husband, then both fiftysomething surgeons, were already socking away enough to maintain their lifestyle in retirement. And Van Dusen, founder of LVW Advisors in Pittsford, New York, expects clients to share their goals, even those that might seem like a stretch.
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Photo credit: Franco Vogt for Forbes
