Thought Leadership - News

November 5, 2020

Preparing Clients for the Certainty of Uncertainty

Empowering clients to live boldly and do good is at the heart of Steve Lear’s work as a financial planner. Especially in a year like 2020, that work matters. In a recent conversation, Steve talked with us about his hopes for the future, the importance of philanthropy, and why financial planners have a critical role […]