We rarely get calls when things are going well… but when things aren’t doing so hot in the markets – that’s when we hear from more of our clients than normal.
With the recent announcement of tariffs and the economic response to it, Marc & Marion are going back to core principles in today’s episode of the show.
The duo discuss how the current economic events compare to past experiences the firm has had in it’s lifespan, most specifically the 2008 financial crisis. They then explain the lessons learned from that experience two decades ago and how it’s shaping the way they take care of client’s portfolios now.
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
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