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What Covid fighters really need from their financial advisors - Barron's

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For some of my clients, the coronavirus pandemic has been an intensely personal experience. They’re frontline Covid fighters and C-suite hospital executives around the country, and the long, pressure-filled hours, 12 months into a global health crisis, have left them exhausted to the point of despair.

I know this because my clients tell me. In turn, these insights have informed the financial planning strategies we employ to give them peace of mind along with long-term alternatives, sometimes in the context of career and lifestyle...

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March 10, 2021 at 05:38AM
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What Covid fighters really need from their financial advisors - Barron's
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