February 23, 2023.
As interest rates continue to stay high to combat inflation and talk of a looming recession intensifies, many investors are understandably keeping a closer eye on their portfolios and financial plans.
During times of uncertainty, the job of a financial adviser is to both manage investments and support clients through the ups and downs of their wealth management journey. From sticking to your financial plan and building a cash reserve, to offering perspective during market volatility, financial advisers know your portfolio is more than just investments; it is your financial legacy. Here are three things to keep in mind.