The SEC obtained an asset freeze against 2 men who defrauded investors in an offshore mutual fund that claimed to invest in safe Treasury securities.
They have a Chief Behavioral Officer who put together five principles to help your clients keep their nerve . . . IF you communicate with them now.
Clients want to know what you'll do when markets get rough. WealthTrust will share their time-tested signals tomorrow afternoon. Don't miss it!
The Fed’s dot-plot update and unexpectedly hawkish turn took the markets off guard this week as investors prepare for two rate hikes in 2023.