AssetMark's Chan: Markets Will Stay 'Favorable' Well Into 2026

Kathryn Berkenpas, CFP®, Managing Director of Corporate Growth, discusses CFP Board’s Lessons Learned: A Survey of American Gen Xers research on a personal finance podcast. She emphasizes the importance of planning early, noting that 21% of Gen Xers recommend working with a CFP® professional as soon as possible.

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