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Are your clients unhappy? According to recent research, the answer to that question isn't about how their portfolios are doing—it's about how their portfolios are doing relative to the Joneses'.
Morningstar takes a look at a recent survey on well-being and happiness, and where money may—or may not—fit in.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025