US News & World Report - 8 Things Not to Hide From Your Investment Professional

US News & World Report - 8 Things Not to Hide From Your Investment Professional

Silent or sneaky investors can sabotage their most valuable financial relationship. Some adult shame amounts to little more than a grown-up version of hiding an empty cookie jar. But too often, the adult piggy bank is at stake. For financial managers, that can set the stage for disaster.

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What not to say to clients when the markets drop

What not to say to clients when the markets drop

Clients interpret that as an adviser not caring about them. It's just selling clients platitudes. What advisers can say, to a retired client, is that their monthly draw comes out of short-term government bonds, which rise in value during a crisis. In other words, we can coast for a year with uncertain stock prices.

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