Daniel Stein

In this discussion, Daniel Stein, a financial manager with Schwab, dives into how investors can manage anxiety during turbulent times. He emphasizes the importance of preparation against job loss and market volatility. The conversation covers the implications of political events on financial landscapes, stressing long-term investment strategies and asset allocation. Stein also advises on the need for diversification and reassessing financial plans in response to potential tax changes. Ultimately, he highlights optimism and collaboration with advisors as keys to navigating uncertainty.