Latest / The Bucket Plan® On-Demand Series
Advising in Uncertain Times: Election Year Strategies to Keep Clients Confident
How might the 2024 presidential election affect your clients' finances and their emotional response to market volatility? Join guest host Kalem Mackey, Executive VP at C2P, and Dave Alison, President and Founding Partner at Prosperity Capital Advisors, as they discuss proven strategies for guiding clients through election-year uncertainty. Learn how historical market data, proactive communication, and The Bucket Plan® philosophy can help maintain client confidence regardless of election outcomes. Discover practical approaches to portfolio diversification, tax planning opportunities, and…
The skinny
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