Why It Is Vital to Be a Healthy Skeptic
The American Dream has long been a cornerstone of optimism and progress. But for many today, that dream feels uncertain, shaped by affordability challenges, growing debt, and a financial culture defined by short-term thinking.
At our 4th Annual Investor Symposium, CEO Jeff Sarti posed a timely question: What’s next for the American Dream and what does it mean for investors?
Alongside Chief Investment Officer Meghan Pinchuk and Director of Financial Planning Beau Wirick, Jeff explored how a Healthy Skeptic mindset can help investors look beyond market fads and speculation, focusing instead on…
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