Providing Financial Advice In the Middle of the Corona Virus Outbreak and Market Volatility

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Powering-Independence Podcast

 

These are unprecedented times both domestically and globally.  COVID-19 has had far-reaching impacts upon many areas of our lives.  Volatility has spiked in the global marketplace and has certainly increased the volume of communication necessary from our advisors to their clients.  The intensity of fear/uncertainty feels similar to the housing crisis in the late 2000s.  Thinking back to that time, it was the advisors who formulated a thoughtful plan, demonstrated confidence, and executed who won.  In this conversation, Matt Celenza joins me to discuss how he is guiding his clients through these challenging times.

 

 

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