Financial Fly By
Financial Fly By
Patrick White, EA & Brian Pelling, CFA
How to handle Market Downturns for Clients / How much cash is enough
14 minutes Posted Jan 4, 2019 at 9:10 pm.
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14:02
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Show notes
Brian Pelling & Patrick White discuss how they handle market downturns / volatility for clients. How they differ from hedge funds / robo advisors? What is our overall goal for client portfolios?