Torrance, Calif.-based EP Wealth Advisors has established a new East Coast presence with the acquisition of Divergent Planning LLC, a fee-only fiduciary RIA in Bethesda, Md., that oversees about $418 ...
But Rich Bernstein isn’t bewildered. To him, there are some first principles that investors should be turning to no matter what the market is doing. In fact, he is embracing that position in the face ...
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