106 Things We Do For Clients, No. 97

No. 97 of 106 Things We Do For Clients

Provide an emotional firewall between you and the often-alarming media.

You receive objective financial planning and investment advice, devoid of the frenzied stimuli of those not personally devoted to your long-term financial welfare. We can be the voice of reason, a grounding touchstone in a time of market upheaval. According to many studies, helping to keep you from panicking and selling out of a declining market is the number-one value of an investment advisor. The stories are legion of investment advisors who saved a client’s retirement by helping them stay the course when they would have bailed out of a well-designed investment portfolio at precisely the wrong time. During frightening times, anyone can make this kind of “big mistake.” We help keep you from making it.

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