The disruptions of the past year led to many financial mistakes, but also offered an abundance of opportunities.
Withdrawal rate studies keep getting better, but we still don’t know everything about how clients will spend their time and money.
The market may be doing all right for 2020 but we shouldn’t assume clients are doing as well.
Rather than relying on predictions, rely on the on-going and dynamic process of financial planning.
Markets don’t behave differently around elections than during other times.
Recent data reinforces the importance of not panicking during a bear market.
The pandemic has given us serious practice management problems to work out.
Rebalancing is an effective way of keeping risk exposures in line with those desired for goal achievement.
What you do now is critical, not just to the future of your clients’ finances but the future of your firm as well.
Taking some notes in real time can be helpful for when the bear growls next.
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