CW news

Brexit Bedlam: What Advisers Are Telling Clients

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Director of Research, Brett Carson, is quoted in Financial Planning’s slideshow regarding Brexit’s outcome.

“We invest a lot of time upfront with our clients to gauge their risk tolerance and position them accordingly, so unless their risk profile has changed, we would encourage them to not be reactionary. Brexit could mark the beginning of the end of the EU as other countries may now hold their own referendums, creating a domino effect.”

Financial Planning

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

When Financial Advisors Become Philanthropists

Within the next few days, as soon as the weather in Omaha, Neb., clears, an elderly, impoverished, and terminally ill man will experience a hot-air balloon ride for the first — and likely last — time in his life. Footing the bill for this dying wish is financial advisor Ron Cars …

5 Factors to Consider Before Investing in an ETF

There are now over 1,600 exchange-traded products available to investors, and total assets are quickly approaching $2 trillion. Traditionally, the primary way an investor could get access to a diversified portfolio of stocks was through a mutual fund. But today, many of these investment pro …

Your Financial Advisor Disappeared…What Do You Do?

In the last few years, financial advisor Ron Carson has observed prospective clients increasingly asking whether his firm has a succession plan in place. Luckily, he does, and he is happy to describe it to them.
1 2 3 23 24 25 26 27 28
CW news

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation