The pandemic is causing advisors to more actively manage against market volatility and recession risks, as well as navigate an influx of calls from worried clients, according to a new E*Trade survey.
Physician clients are taking a unique hit during the national pandemic. Many not on the front lines of the crisis have seen their income plummet. Advisors to this niche are advising a cautious approach to their financial plans.
It is during times like this that loyal professional relationships can be cemented for the long term or completely destroyed. Here is what lawyers and accountants are hearing from their clients in the wake of the coronavirus pandemic.
Cresset Capital Management's Avy Stein spends time talking with disease experts to bring clients investment advice that is fully informed by pandemic realities.