With only 15% of registered representatives being Certified Financial Planners ™, it’s important to ensure the qualifications of the financial advisor you decide to engage!
“2021 was a VERY interesting year when it comes to markets. What is one way you saw fear and greed play out during this past year?”
“Recent market jitters can cause many people to feel like the answer is to change something about their investments. We recommend re-focusing on the long-term and remaining invested along the way. What are some long-term goals you are working towards?”