Abundant data suggest that a recession isn’t just around the corner, but expectations of near-term economic and market doom have many individual investors fearful for the fate of their portfolios.
Managing clients in this state is a difficult advisory challenge. But what if you could adjust client portfolios in a way that might assuage their fears, provide some protection in a slowing market, and still position them well if the bull continues? Sheaff Brock Managing Director Dave Gilreath shares potential opportunities in a recent article for Financial Advisor magazine. Comments are closed.
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AuthorSheaff Brock provides investment advisory services to high net worth clients. Archives
November 2020
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