In a busy month for travel and educational conferences, Bryan was able to spend a day (September 11) in Philadelphia at a conference held jointly by the prestigious Wharton School of Business and the Investment Management Consultants Association. Among the speakers were Wharton professors Richard Marston, author of “Investing for a Lifetime”, and Joao Gomes, an expert in the intersection of macroeconomics and financial markets. At this high-level conference addressing a variety of complex investment issues, Bryan was gratified to hear further confirmation of core aspects of The Kelly Group philosophy: the importance of maintaining a long-term strategic approach to investing, and–most important of all—the essential role in the success of any investment strategy played by the financial plan.