An Exploratory Study of the Wealthy’s Investment Beliefs, Preferences, and Behaviors

By
Matthew Sommer, Ph.D., CFA, CFP®, and Sonya Lutter, Ph.D., CFP®

Journal of Financial Planning: March 2025

 

Sign in to continue.

Access this exclusive member content, plus so much more.

Become a member

  Sign in

Journal: March 2025

More from this issue

Related Events