Takeaways from Saltmarsh Financial Advisors' Investment Education Series

4/24/2019

Saltmarsh Financial Advisors recently hosted a series of investment-focused events in Pensacola and Tampa to educate clients on the value of following an investment approach based on discipline and risk tolerance.

Among our guests, was a friend of the firm and public relations professional, Andrew Bowen, APR who summarized his thoughts on Lupescu’s guidance and the four elements for investment success: purpose, balance, efficiency, and discipline.

Read Bowen’s full article and key takeaways from the event here.