Natalia Tchetchoulina, Partner
Market fluctuations are a natural part of investing. You deserve an advisor who will be by your side for both the highs and the lows, helping you keep your goals on track.
Erica Cameron, CFP®, Partner
No one knows what the markets will do tomorrow. Your advisor should help you create and execute a comprehensive plan that can weather all market cycles.
Craig Wells, Partner
No one likes to discuss declining account balances. However, the cyclicality of financial markets makes these conversations inevitable. During bear markets, the best advisors are open and honest, knowing the decisions you make could profoundly affect your long-term success.
Pierre duPont, Partner
Even better than taking your call, the best advisors communicate proactively. From broad economic and market updates to plan and portfolio reviews, your advisor should be reaching out to you before you feel compelled to ask for help.
Cristina Paul, CFP®, Partner
In tough financial markets, some advisors address their clients’ concerns by agreeing to make superficial changes to their portfolios. Good advisors stand their ground, state their case, and advise against action when inaction is in your best interest.
Living through a down market can be difficult, which is why it’s strange to consider it a planning opportunity. But it often is. From opportunistic investments to advanced tax-planning strategies, low asset prices may present a window to enhance your financial well-being.