Dynamic Advisor Spotlight: Don’t Just Talk About The Market When The World Gets Volatile
A Q&A with Brian Bucell, CFP®, Dynamic affiliate and managing partner of Crestview Capital Management
In this series, we explore the ways Dynamic-affiliate advisors communicate with their clients during these uncertain times. Now, more than ever, is the time to not only reassure your clients, but also to stay out in front of them. The importance of thoughtful, frequent communication—even when you’re not discussing investments—is key to strengthening advisor-client relationships.
Hedge Funds Face Into Bank Turmoil With Epic Short Treasury Bets
Hedge funds supercharged bearish Treasury bets to historic levels before US banking turmoil took turn for worse spurred stampede for safest assets.
Buy, Borrow, Die: This is How the Rich Avoid Taxes
The term has resurfaced amid discussions of tax inequality and what regular people can do to reduce their tax burden.
The Debt Limit Ceiling Crisis Could Hit Your 401(k), Social Security and Medicare
Effects of not having debt ceiling raised again have strong potential to bleed over into personal finances namely 401(k), Social Security, Medicare.
World Markets Face ‘Minsky Moment’ Danger, Allianz Says
Investors should brace for months of market readjustments overshadowed by the threat of a new “financial accident”.