by Katie Kuehner-Hebert | May 20, 2020 | Advisor Interviews
Financial advisors step up during the shutdown Financial advisors step up during the shutdown The COVID-19 pandemic and resulting stay-at-home orders have significantly impacted how financial advisors are interacting with their clients. Many of their...
by Steve Deppe | May 6, 2020 | UpClose
Is this the greatest trick the market has ever pulled? Is this the greatest trick the market has ever pulled? While there is no shortage of market “experts” willing to proclaim the start of a new bull market, or those saying the bear is far from...
by David Wismer | Apr 22, 2020 | Advisor Interviews
How everyday analogies can help clients understand risk management How everyday analogies can help clients understand risk management Financial advisors use a wide range of analogies with clients in communicating the need for constant portfolio...
by David Wismer | Apr 8, 2020 | Advisor Interviews
Personal attention to the distinct financial needs of each client Personal attention to the distinct financial needs of each client Jeffrey McAvaddy • Largo, FL Infinity Tax and Financial Planning • American Portfolios Financial Services Inc. Read full...
by David Wismer | Mar 18, 2020 | Advisor Interviews
Using behavioral finance to better guide clients Using behavioral finance to better guide clients Advisors can benefit from using behavioral finance when working with clients—specifically when educating about risk, investment expectations, managing...
