For over 15 years, FinancialCounsel.com has been dedicated to empowering investors and promoting ethical financial advisers through their expert contributions covering all aspects of
investment advice, wealth management and financial planning.
for updates, obtain a
and learn the best strategies to keep your nest egg secure.
nvesting is a lifelong activity. Yet
portfolios and, more broadly,
asset allocation models, need to
adjust over a client’s life span:
The portfolio an investor assembles
as a 35-year-old is hardly appropriate
for a 65-year-old client. It often falls to
an advisor to ensure a post-retirement
portfolio could handle the market’s
most violent swings. One of the most difficult aspects
of investing is determining how
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is sponsored by Eccleston Law Offices, P.C. with offices in Chicago, New York and Sarasota.
Our attorneys represent financial advisers and investors nationwide in securities and financial services employment and disciplinary matters. See
Sponsored by James J. Eccleston. This Web site contains material of general interest. It is neither intended to, nor constitutes, either legal advice or investment advice.
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