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Investing Ideas
Strategas Insight: Thoughts on the Current Market
As 2018 comes to a close and we move into the new year, the stock market has hit some turbulence just as clients are receiving annual account statements and paying more attention to their financial health. How should advisors respond to their clients’ concerns? We feel it comes down to a few fundamental questions.
Client Relationships
Advisor2Advisor: William Schiffman & Jason Ray
Advisors William Schiffman & Jason Ray talk about what they are hearing from clients in this quick 2-minute interview.