Podcast: Advising Clients During Market Uncertainty

August 28, 2015


In this podcast, Lori Luck, CPA/PFS and David Stolz, CPA/PFS address recent market events, how they are advising and communicating with clients, and planning opportunities to consider. They share how the CPA financial planner plays a critical role in providing perspective during times of market volatility and how they can have a calming effect on their clients. They can empower clients by helping them sort out what they can and cannot control, which often provides relief in uncertain environments.