Author: J. Andy Ingram, AIF®, QPFC™, CPFA®, C(k)P®, Ri(k)™
A Planning Epidemic, Post Pandemic (Covid-19)
With the recent turmoil in the financial markets, I have undoubtedly been spending a great deal of time managing and calming my clients’ expectations and fears regarding their portfolios and financial future.
TOP 3 Qualities Client Want in Their Advisor
Cerulli Associates, in conjunction with Phoenix Marketing International, surveyed more than 11,000 households with investable assets ranging from $100,000 to more than $5 million throughout 2020, and found, for clients at most asset levels,
5 Mistakes Anyone Could Make
As you know, planning for the future and keeping your finances on track require regular vigilance and fine-tuning. But when life gets busy, it’s surprisingly easy to forget about the basics.