Millennials feel helpless to prepare for a financial crisis, Peapack-Gladstone makes another acquisition, and DNA test refutes fortune teller's claim to be Dali's daughter.
It’s easy to position your client’s portfolio for the oncoming bear market—if you know when it's coming. Advisors shouldn’t try to invest around a down market, but they should prepare their clients for the inevitable bumps.
Knowing the basics about patient safety allows the opportunity to provide practical, possibly life-saving advice at a time when it can accomplish the most.