Financial services is another sector that has initially been immune from job loss, thanks to the power of online technology. “We are lucky that we are in one of those professions that can continue to operate remotely,” says David Evensky, CEO of wealth management firm Evensky &Katz/Foldes. “Our clients are happy about that because many of them are elderly. I think they are appreciative that we can reach them in their living rooms.”
Matt McGrath, managing partner and wealth manager at Evensky & Katz/Foldes Financial, an advisory in Coral Gables, Fla., says what unsettles his most anxious clients is the unprecedented nature of the crisis.
This infographic illustrates the major headlines of the last 27 years that would supposedly have a negative affect on the market.
The industry consensus: Americans aren’t saving enough — if anything — for retirement.
A new survey found 39% of retirees are spending more than anticipated.
When’s the last time you went to the mall to make a purchase?
Finance investors share lessons from the late Vanguard founder.
Evensky, called The “Dean” of Financial Planning, loves this profession.
Not all CFPs may be comfortable with cryptocurrencies.
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