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Financial Planning > Behavioral Finance

What Advisors Are Telling Clients

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Is the stock market near a bottom? Many advisors and strategists are coming to that conclusion, and are communicating their feelings to clients in special newsletters and bulletins.

A number of pros have agreed to share their thoughts with their colleagues in the advisory community, and we have posted these newsletters for you to download and study at your leisure.

Brett Berry, Senior Vice President, Domestic Equities, Bailard, Biehl & Kaiser:

Todd Taskey, Owner, Solutions Planning Group Inc.:

Bobbie Munroe, Fraser Financial:

Dan Moisand, President, Optimum Financial Group:

Michael D. Hirsch,Vice President, The Advest Group, Inc.:

Jack Bonne, Gateway Asset:

John R. (Dick) Power, Power Plans:

Jeff Sessions, MNFPA:

Curt Weil, Weil Capital Management. LLC:

James D. Hallett:

We’d appreciate hearing from other advisors who would be interested in sharing what they are telling clients right now. Just e-mail the newsletters to Staff Editor Megan Fowler at [email protected] in text or pdf format, and we will post them at


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