The Investopedia Express with Caleb Silver cover image

What Financial Advisors are Telling Their Clients Today

The Investopedia Express with Caleb Silver

00:00

Is Your Portfolio Protected?

The top worry is the possible length and severity of our current bear market. The plan reviews have been more impactful for our clients than portfolio reviews. Clients overall know the short-term noise in markets will subside. Peter Lazaroff, chief investment officer at Plain Plain Corp: I think the one thing that is coming up most frequently is how long are things going to get worse?

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app