Tips to Manage Personal Wealth in Volatile Markets: NAPFA

AdvisorOne - “We have to take the macro view for our clients.” So said Susan John, chair of the National Association of Personal Financial Advisors, at NAPFA’s Practice Management & Investments conference last week in Brooklyn, which hosted more than 200 advisors, scores of exhibitor booths and a large roster of seminars and speeches.

“We have to take the macro view for our clients.”

So said Susan John, chair of the National Association of Personal Financial Advisors, at NAPFA’s Practice Management & Investments conference last week in Brooklyn, which hosted more than 200 advisors, scores of exhibitor booths and a large roster of seminars and speeches.

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Prof. Russell James, Texas Tech University: A professor of behavioral finance who has conducted neurological imaging experiments in economic behavior, James noted that an advisor’s job is to help clients identify their conflicting short-term versus long-term

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