October 2018

The Top 5 Financial Advisement Questions Clients are Asking Me Today

Clients ask questions all the time. Usually they are based on a conversation with a friend or associate, or sometimes another family member. Lately, I have noticed a significant increase in people asking the following 5 questions. I am not sure why, other than many of them are concerned over the current volatility and uncertainty many are currently experiencing in their lives or in their minds. Whether it is due to politics, stock market activities, changing interest rates or the increase in frequency and severity of natural disasters, I don’t know. What I do know is these are questions that are making many of them uncomfortable, with many reporting it is starting to affect their ability to relax and sometimes, sleep.

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