Nationwide Financial

DECEMBER 6, 2022

So it’s no wonder that many investors who are not yet retired are recalibrating their expectations for retirement and their financial future. The rise in market turbulence and economic uncertainty has sparked a jump in investor anxiety. Economic uncertainty is also impacting the mood and perspective of non-retired investors’.

Clients 98

Clients Retirement Economics Planning 98

WiserAdvisor

JANUARY 8, 2023

The economic strain of the pandemic continued. The record inflation and the global financial turmoil caused by the Ukraine-Russia war are other striking concerns. A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. The year 2022 had its ups and downs.

Financial Advisor 52

Financial Advisor Investing Investments Portfolio 52

WiserAdvisor

JANUARY 23, 2024

Your financial advisor should proactively communicate the rationale behind investment decisions, changes in strategy, and any adjustments made to your portfolio. Regular updates should include insights into market conditions, economic trends, and how these factors impact your investments.

Financial Advisor 52

Financial Advisor Risk Tolerance Communication Taxes 52

Sara Grillo

SEPTEMBER 26, 2022

JR: There is no educational standard for someone to become a financial planner, although there’s not any evidence to suggest that financial planners like me are any less trained or less academically qualified, that we have to disclose our academic backgrounds and designations in our ADVs. About John “JR” Robinson.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59