Insights April 2020 Video Update: Perspective, Patience, and a Plan By Barry Mendelson April 12, 2020 Barry Mendelson, CFP – Wealth Advisor & Managing Partner takes you through our quarterly update. More Insights Age Milestones: Unlocking Financial Opportunities on the Road to Retirement 5 Financial Planning Tips for Welcoming a Baby Quarterly Investment & Economic Review View All Insights