Bob Veres Inside Information: Dec. 2020

In this issue of Bob's Inside Information, you'll get his insights on important practice management and portfolio ideas. The SEC has recently begun conducting remote RIA audits and, per well-known expert Tom Giachetti, these are not something to take lightly. Bob will explain further insights he learned from Giachetti and provide some inside ideas on things they'll hone in on if you're audited. Also in this issue, Bob explores the intersection of risk tolerance and risk capacity. How does one