FAs Weigh In: Calming Nerves, Allaying Fears, Managing Risks
“In general, people are extremely stressed right now and are looking for us to calm the waters in their financial lives,” according to Tom Stadum at Fjell Capital.
FA-IQ reached out to advisors to ask: What are the top financial advice questions you are getting from your clients?
Chris Kenny, managing partner at Muirwood Private Wealth. Walnut Creek, California-based Kenny has been in the industry for 30 years and has $500 million in client assets.
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