How Financial Plans Must Adapt to Market Crashes

Faculty Member Michael Finke Landscape Photo
Advisor Perspectives
March 23, 2020

With many investors’ portfolio values falling drastically due to the instability of the current coronavirus-driven market, it’s critical for financial advisors to understand how to properly adjust their clients’ plans to account for these changes.

WMCP® program director Michael Finke says savvy advisors need to be prepared for multiple factors, including risk, demographics, withdrawal strategy, and more to keep their clients’ plans afloat during this difficult time.

Read more of Finke’s suggestions and insights in this piece from Advisor Perspectives.

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