7 Resources to Keep You (and Clients) Sane During This Bear Market
Jul 29, 2022
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By Debra Taylor, CPA/PFS, JD, CDFA
During times of market stress, your clients rely on you more than ever. They need reassurance, and in order to provide thoughtful advice you need to be reading the data and thought leadership daily. Here is how Debra Taylor keeps herself informed so she can give clients good counsel in these trying times.