Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Life Health > Running Your Business

What do you need most from your advisor now?

Your article was successfully shared with the contacts you provided.

Trust. The market is so scary right now. It’s scary to even think about money and where it’s going. I saw that Madoff story on the nightly news and it’s so scary. You don’t know who to trust. And there’s so many out there that want your money. I need somebody to trust.

Dawn C., 74
Oklahoma City, Okla.

I want guidance. My wife and I have a real good advisor we’ve known for years and he’s been a steady force. I’ve gotten to the point I don’t want to turn on the TV or read the paper it’s so negative and confusing. But our advisor has been real, real good about talking to us about what’s going on and how to keep our money safe.

Avery N., 68
Portland, Ore.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.