by Patrick M. Kelly | Jul 30, 2010 | Clients, Economy, Financial Services Industry
[pullquote]No one wants to simply talk to a machine for their financial advice…[/pullquote]When affluent investors feel like they don’t know where to find a safe haven to invest, they turn to their trusted advisors. With all the information and tools provided online...
by Patrick M. Kelly | Jul 16, 2010 | Clients, Financial Advisors, Financial Services Industry
With the constant market volatility in today’s economy, investors rely on their financial planners more than ever. They still need plenty of advisement on where it is safe to invest their money and how to protect the assets they have left. The Certified Financial...
by Patrick M. Kelly | Jun 17, 2010 | Clients
With the downturn of the economy and markets these past few years coupled with the longer life expectancy, many clients are not going to reach their retirement goals. According to Hilary Johnson’s article in Investment News, financial advisors are re-allocating funds...