Morgan LemaitreJan 112 minWhat is the Great Wealth Transfer?By 2045, between $84-$73 trillion will be handed down from the generation of Baby Boomers, those born between 1946 to 1964, to their...
Morgan LemaitreDec 14, 20222 minPark City Wealth Advisor's December Economic UpdateMorgan Lemaitre, CFP, Owner & Founder of PCWA, presents her Quarterly Pulse Market & Economic Update for the end of 2022