Case Study: The Investing Therapist’s Income Solution

Featuring Rudy Blanchard, MSM, APMA

If it’s true what the Greek philosopher Epictetus said, that “Circumstances don’t make the man, they only reveal him to himself,” then it’s a safe bet Rudy Blanchard and his partner Eric Greschner were firehosed with personal insights from 2000 to 2010.

Starting an RIA firm during the tech bubble of the late ‘90s, they helped clients weather two of the worst events in market history.

Netting two drawdowns of 50 percent in the S&P 500, this decade of grief brought to life all of their behavioral finance learnings and cemented for them the role of lifetime income solutions for some of their clients.