Brendan Dooley

President & Founder at Meaningful Wealth Management
On the record
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  • Clients sometimes get frustrated when they see the market going up and are looking at that much money in cash in a savings account. But the last year turned a lot of people that had resisted emergency fund advice into believers. A lot of people learned they sleep better at night having the money in the bank, and they’re not as concerned with the opportunity cost anymore.

    3 July 2021