Assessing risk for clients is part of a financial advisor’s job, but are they forgetting about the everyday risks that aren’t directly related to their investments? The whole purpose of having a wealth manager or advisor is to focus on the client’s entire financial well-being. This includes any possible risks that may be associated outside [...]
Market in Holding Pattern?
November 5, 2008 By Leave a Comment
An interesting week it is to be…predictions of a Market “holding” pattern through the election and this Friday’s upcoming employment report…will it happen? Viewpoint from Craig Peckham, market strategist for Jeffries & Co. pointed to a “tone” of unease in the market place…but noted the fear level has subsided. Phones are ringing again for financial [...]
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