Tag: money and politics
Jul 14, 2025
Last week’s column focused on the challenge for financial advisors, in our current divided and chaotic political landscape, to provide accurate economic information even when it may not align with a client’s political biases. Now, let’s look at that same dilemma from...
Jul 7, 2025
“How will this administration’s trade policies affect my retirement savings?” “What does it mean for our plans to travel internationally if the value of the dollar declines?” “Is it wise to borrow right now to expand my business?” Clients who ask questions like these...
Mar 11, 2024
Financial Planning magazine posed the following question to 320 financial advisors: ”How will the U.S. election outcome influence retirement planning, and what steps are you currently taking?” The responses revealed that a stunning nine out of 10 advisors anticipated...
Oct 17, 2022
Part of supporting my clients’ financial wellbeing requires that I have a good grasp of current world economic, political, and financial events and how they apply to my clients personally and individually. It’s also important as a financial therapist to understand and...
Jan 11, 2021
“How will the outcome of the U.S. election impact retirement planning, and what actions are you taking now?” Financial Planning Magazine asked 320 financial advisors this question. Nine out of 10 believed the election would have a lasting negative impact...
