Tech Mastery: How Successful Advisers Utilize Technology in 6 Key Ways
Twitter's new millionaires should get ready for anything, according to Aaron Rubin, a senior wealth manager for Werba Rubin Wealth Management in San Jose, Calif. “Your wealth is going to be on a roller coaster ride for the next six months and there's very little you can do about it.”
Here are six things to do now to prepare, based on interviews with advisers Mr. Rubin, Robert Cheney, Don Martin, Drew Nordlicht and Bruce Brugler.
By Liz Skinner
(And see how advisers are helping Twitter's new millionaires.)