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Latest Blog Post
A GREAT QUESTION TO ASK YOUR FINANCIAL ADVISOR
May 7, 2020
So how are we doing? It is a common question from clients these days with multiple responses depending on the underlying meaning of the question. As a wealth management firm, the “we”, usually translates into, “how is our portfolio doing?” We also hear comments like, “how is the market doing?” “The market is really not doing well” “The market is kicking people in the teeth”. Remember, “the market” is a very broad term, especially depending on which part of the market you are referring to.