December 29, 2015
A volatile S&P 500, mixed results in global markets and variable fixed-income returns ... On average, how did your client portfolios fare in 2015?
|Yes, there were some ups and downs but I managed to navigate my way through it and, on average, made a return for my clients.|
|No, 2015 was a struggle for everyone. But wealth management is for the long-term and occasionally there will be years where you don't make a return!|
|The Client - Finding and winning new clients||The Client - Client retention|
|The Client - ERISA plans/institutional management||The Client - Behavioral finance|