7 benefits your advisor should bring during COVID-19 pandemic

by David B. Mandell, JD, MBA“Am I getting the right financial advice? Is my financial professional doing what they should for the fee I am paying?” These are common questions that physician investors ask at any time. Today, during the COVID-19 crisis and the financial uncertainty that accompanies it, we believe these questions are even more critical. In fact, choosing who to trust to manage your wealth will be one of the most important financial decisions you will ever make, and these periods of uncertainty and volatility often validate this.In our new book, Wealth Planning forRead More

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