Private Wealth Management Insights
June 22nd Market Commentary
It's no secret that the markets are experiencing a challenging year with many wondering if we're nearing a recession. So we asked seasoned members of our Investment Committee, Pat Collins, CFP®, EA, and Greg Hobson, CFP®, AIF®, to speak to those challenges and lend some valuable perspectives based on what they've experienced during their respected careers.
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What is a CFP®? (and Why It’s Important to Work with one)
When searching for a financial advisor, you will likely see a lot of “alphabet soup” following prospective advisors’ names. While all these designations, licenses, and certifications have different education and experience requirements (and some may carry more weight than others), one certification rises above the rest as the standard for financial planning-focused advisors: the CFP®.
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