Advisor.ca
August 19, 2024.
In an article with Advisor.ca, Kathy McMillan, Wealth Advisor, Associate Portfolio Manager, Investment Advisor discusses how advisors can guide clients in managing emotional challenges to make informed financial decisions.
Since “the worst time to make decisions is during times of stress”, her advice to advisors when navigating emotions is to “…stay curious and ask questions” to work with clients’ lives and varying situations.
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Why some advisors are turning to alternatives in tricky bond environment
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How this advisor learned balance
October 24, 2024 - How did Tiffany Harding’s journey to financial independence shape her career? She shares her story in Globe Advisor’s Behind the Advice.
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Financial planning for the sandwich generation
October 18, 2024 - Lynn MacNeil & Diana Orlic stress setting clear boundaries around time and money for women in the sandwich generation. Learn their…