Edward A. Hart
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One person makes hundreds of millions of dollars on the sale of a business they’ve built over decades. Another person buys a winning lottery ticket.
The sale has been in the works for years. The lottery ticket was bought on a whim. In the wealth management business, both are called liquidity events.
Is your portfolio ready for 2023? Check out our Tactical Asset Allocation which highlights the strategy we use to generate out clients’ portfolios.