Should You Sell When the Market Drops?
In this latest episode of Planning Priorities, we take a closer look at what you should do during market volatility. Should you sell now and reinvest in stocks later when things calm down?
Optimal Financial Advice is Based on Open Communications
Managing Associate Jarrett McKenzie, CFP®, CWS®, addresses a couple of investors who have been saving to the detriment of living. Their former adviser gave them pushback if they didn’t save everything for retirement. The financial advisers discuss the importance of understanding the lifestyle investors want to lead when developing a plan.