No. 103 of 106 Things We Do For Clients
Educate you about financial concepts.
Through one-on-one and group educational presentations, we can help you better understand and appreciate how markets work, the value of diversification, dollar-cost averaging, and many other financial concepts—both “old” and “evolving.” We maintain that 50% of the job of a financial advisor is education. We continually educate clients in review meetings and with informative blogs and periodic workshops. Learning how markets work is the best antidote to keeping calm in the midst of chaos when markets are in a free fall. Keeping calm in a market selloff is paramount to insuring the long-term performance and viability of your portfolio.