<p>Jamie Upson, DPL member and owner of Stonehearth Capital Management, LLC, discusses what he believes are the biggest risks to clients' portfolios today, how he's working with DPL to mitigate those risks, and what his partnership with DPL means for his firm.</p><p>Download the '6 Risks That Might Threaten Your Retirement' <a rel="noreferrer noopener" target="_blank" href="https://www.stonehearthcapital.com/files/95965/1439-6-Risks-That-Might-Threaten-Your-Retirement-v2.pdf">here. </a> Learn more at www.stonehearthcapital.com </p>

Using Technology to Benefit Your Firm and Clients

DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.