Three Burning Questions You Should be Asking Your Financial Advisor Right Now
Three Burning Questions You Should be Asking Your Financial Advisor Right Now
By Christine Scruggs
April 2, 2020
An unforeseen crisis can get in the way of your goals. For many of us, that time may be now. After reveling in the decade long-bull market, COVID-19 has led to unprecedented changes in the way we live, work, play, learn, and think.
Now more than ever, your financial advisor should be providing you the greatest value by keeping you focused on your long-term goals, helping you manage emotions and looking for opportunities that you may not have considered.
Here are three burning questions you should be asking your financial advisor now:
- Will I make it? One of the most impactful things we can do for you right now is to help you answer this all-important question. Changes to a previously agreed-upon plan can be painful even for seasoned investors, especially during market pullbacks. If you are uncertain or close to a significant goal-based event, we can help you re-assess your plans, address tough questions and navigate prudent decision-making.
- Do I have any blind spots? Particularly in the midst of the current crisis, we can serve as a sounding board offering realistic, effective, sustainable guidance to help you remain focused on the things most important to you.
- What can I do better? Market dips can present unforeseen opportunities and creative solutions. Instead of letting emotions and fear cause you to make risky decisions on your own, tap into your advisor’s deep bench of resources, leverage their expertise and assess a variety of options.
Social distancing has temporarily altered how we meet each other. Access to state of the art technology and resources has allowed our entire team to seamlessly shift to a remote work environment where we continue to offer best-in-class service to you. We are only a phone call or email away and available for video conferencing for meetings. Connect with us.
We will get through this crisis. Science and social distancing are making strides. In the meantime, rely on us to do what we do best: help people keep things in perspective, manage emotionally driven decisions, and use the current situation to your best advantage possible.
Reach out to any member of our team:
Gary Greene, Senior Vice President, Managing Director
615-716-7022
Gary.greene@raymondjames.com
Daniel Pugh, Senior Vice President, Wealth Management
615-716-7014
Daniel.pugh@raymondjames.com
Robert Waechter, Vice President, Investments
615-716-7018
Robert.waechter@raymondjames.com
Mary K. Byrd, Senior Portfolio Analyst
615-716-7020
Mary.byrd@raymondjames.com
Christine Scruggs, Practice Business Coordinator
615-716-7016
Christine.scruggs@raymondjames.com
Jeanne Basso, Senior Registered Client Service Associate
615-716-7012
Jeanne.basso@raymondjames.com
