A new poll from the Certified Financial Planner (CFP) Board revealed 83% of CFP clients believe the election results will have an effect on their financial portfolios and their general financial decisions. CFP Board CEO Kevin Keller joins Wealth! to discuss these results. Keller acknowledges that while the economy has demonstrated strength, "consumer sentiment has been lagging behind." Keller highlights a notable distinction: individuals who work closely with financial advisors are "optimistic about the future and about the economy." According to Keller, those who collaborate with financial planners have long-term strategies in place that account for volatile market conditions like those seen today. This, he says, helps to ease uncertainty and instill confidence among investors. Keller advises investors to have a long-term strategy and refrain from "short-term changes" based on daily volatility. For more expert insight and the latest market action, click here to watch this full episode of Wealth! Editor's note: This article was written by Angel Smith
A new poll from the Certified Financial Planner (CFP) Board revealed 83% of CFP clients believe the election results will have an effect on their financial portfolios and their general financial decisions. CFP Board CEO Kevin Keller joins Wealth! to discuss these results.
Keller acknowledges that while the economy has demonstrated strength, "consumer sentiment has been lagging behind." Keller highlights a notable distinction: individuals who work closely with financial advisors are "optimistic about the future and about the economy." According to Keller, those who collaborate with financial planners have long-term strategies in place that account for volatile market conditions like those seen today. This, he says, helps to ease uncertainty and instill confidence among investors.
Keller advises investors to have a long-term strategy and refrain from "short-term changes" based on daily volatility.
For more expert insight and the latest market action, click here to watch this full episode of Wealth!
Editor's note: This article was written by Angel Smith
Bloomberg
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Benzinga
Kevin O'Leary, the venture capitalist famous for his role on ABC’s Shark Tank, recently shared his investment strategy on LinkedIn, emphasizing the importance of cash-flowing investments in a well-balanced portfolio. O’Leary, also known as “Mr. Wonderful,” has revealed that the bulk of his family’s wealth is parked in ETFs, particularly those that focus on quality dividends and positive cash flow. In his post, O’Leary stated, “A couple of years back, I sold my ETF company to Alps, the biggest ET
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