LVW Advisors CEO and Founder, Lori Van Dusen, CIMA®, recently spoke with Financial Advisor Magazine about how advisors can support clients during periods of economic uncertainty. She highlighted the importance of avoiding emotional decision-making, particularly for those near or in retirement. She emphasized reviewing income needs, ensuring clients have enough low-volatility assets to cover spending and avoiding the need to sell stocks at a loss. Lori also underscored the value of focusing on what clients can control, such as spending, taxes and portfolio rebalancing.
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