Delivering financial advice may be difficult when the chips are down, but that’s obviously when our clients need us most. We shouldn’t confuse our big smart advisor brains with a bull market, as much as we sure cannot preempt a global pandemic’s effect of heavily weighing down client portfolio valuations. Instead, we need to recognize the moment that now is our time to prove value, galvanize relationships, recommit our clients to their long-term financial plans, and remind them that this is what market risk will occasionally look and feel like.
With portfolios deployed now during this heightened period of volatility, we fundamentally believe that owning quality matters and being bold about making decisions to remain in abidance with that base tenet does too. Just before and upon the COVID-19 onset, we tactically reduced…
