Advisor Institute

When Bad News Becomes a Good Thing

When Bad News Becomes a Good Thing

by Ken Haman
Client impulsivity and action, simply for the sake of action, are not good when it comes to making investment decisions. However, in times of panic, a prudent advisor can step in, organize a family’s financial affairs, deliver reassurance and be a calming presence while completing tasks that may have been neglected.

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Remembering Walter Cronkite

Remembering Walter Cronkite

by Ken Haman
Television remains one of the most influential distributors of information and ideas, yet the majority of Americans distrust the reports they get from TV. This distrust may stem from the fact that there is a lot of fear in the news today. How can advisors help clients make sense of the news and help them get back on rational footing?

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