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Melinda Davis, founder of Davis Wealth Advisors, has a Masters degree in Finance from the Wallace E. Carol Graduate School of Management at Boston College, is a Certified Financial Planner (CFP®), as well as Charter Retirement Planning Counselor (CRPC®).
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At the other end of the spectrum, an investor from Switzerland investing even 10% of her wealth in Swiss stocks (EWL, FLSW), would be showing a high degree of Home Bias as well. Whether or not.
The main difference between income and wealth is that the amount of money received on a periodic basis, in exchange for the products or services provided or the capital invested is called income. Wealth can be defined as the assets or property which are held by a person during his course of life.
Matthew P. Luckham & Austin D. Hughes are also separately registered as investment adviser representatives under the Wealth Manager Group LLC,
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