April and May 2022 have been two months to forget for investors, with the market being as volatile as ever, and with losses as high as ever. The job of financial planners has become more challenging.
What is the best way for financial planners to coach their clients on how to best handle the market changes?
In this episode, Peter Raskin discusses the challenges taking place in the current market. He also provides tips and tricks on how to potentially stay ahead of the challenges.
- His 5 core beliefs
- 4 questions that he reviews with his clients
- The difference between fixed income and discretionary income
- The importance of contingency planning
- And more
Connect with Peter:
- Raskin Planning Group
- (617) 728-7433
- LinkedIn: Peter Raskin
- Facebook: Raskin Planning Group
- Twitter: Raskin Planning Group
- LinkedIn: Raskin Planning Group
Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.
Peter Raskin is a registered representative of Lincoln Financial Advisors.
Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is a marketing name for registered representatives of Lincoln Financial Advisors.
Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.