Q3 2019: Quarterly Review

A shorter and more volatile news cycle will likely continue to whipsaw markets and investors’ emotions. What are the issues on the horizon most likely to raise investor anxiety and how will you respond?

In this issue of our FOCUS, CEO Robbie Cannon talks about how drawing on goals-based planning principles can help calm and refocus your client on what really matters, whatever the headline of the day might be.

To get all of our perspectives for Q3 2019 be sure to review our VIDEO and WEBINAR.