Help clients stay calm in volatile times COVID-19 is creating significant change in the world and navigating through health concerns, economic uncertainty, and market turbulence is no easy feat. If you are human, you have likely felt some apprehension through it all.
A panel of top CPA financial planners shared their perspectives on:
Putting the market volatility and outlook in perspective
How they are communicating with their clients to bring calm
The importance of having a financial plan and sticking