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6 Ways to Help Clients Make Better Choices During Times of High Inflation

6 Ways to Help Clients Make Better Choices During Times of High Inflation

by Paul Song | Apr 14, 2023 | Asset Management/Advisory, Paul Song, Wealth

High inflation can be an overwhelming financial burden for many households. In February of 2021, the typical American household spent $372 per month more on goods and services than it did the year before. Another survey around that same time showed that even 45% of...
Here’s To Their (Financial) Health: The Importance of Annual Reviews

Here’s To Their (Financial) Health: The Importance of Annual Reviews

by Paul Song | Sep 14, 2022 | Asset Management/Advisory, Paul Song, Wealth

About Author advdemo1 view all articles by this contributor A good advisor never wastes a moment with their clients. Whether scheduled meetings or coincidental run-ins at the grocery store, every touchpoint and opportunity to engage is an opportunity for you to remind...

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advdemo1

view all articles by this contributor

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