Financial Advisors are in the best position possible to be of service to their clients during this recent wave of banking news.
“Kevin O'Leary thinks regional banks and their shares are doomed. ... wherein small regional banks will consolidate into super-regionals.” – March 30, 2023
Who would better know what to do now, in this place, with their knowledge, than a financial advisor? When I say, "financial advisor," I am talking about a real intelligence advisor, not a robo artificial intelligence advisor. A real financial advisor with decades of experience with designations like the following: CFP, ChFC, CLU, LACP, LUTCF.