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Ways To Serve and Give for Better Long-Term Care With Adam Sachs

NAIFA Advisor Today

Adam Sachs is a Financial Advisor for Centinel Financial Group, LLC. Since 1993, he has been serving clients by helping them understand their financial options — giving them the confidence to make decisions for their future. Adam is the recipient of the inaugural 2023 NAIFA President’s Citation.

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Transcript: Charlie Ellis

The Big Picture

CHARLIE ELLIS, FOUNDER AND FORMER MANAGING PARTNER, GREENWICH ASSOCIATES: Well, it started a long time ago, 1966, I was working with a securities firm in New York, and Wellington was a client in Philadelphia. So — RITHOLTZ: The irony of that is in 1966, hey, we were about to start, you know, a long period of equity underperformance.