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Joseph Lisanti
Verified
Contributing Writer, Financial Planning
Long Isl
Beats
marketing, public policy strategy, and economic development.Entrepreneurship, economics communications
Content
By Joseph Lisanti| Financial Planning Verified Perhaps the present moment is not the best time to ask clients how much risk they can handle. “Everybody is more aggressive when the market is doing well and when it turns, everybody turns into a conservative,” says John Masegian, CEO of Pruneyard Financial, an investment advisory firm in Campbell, California. The extent to which it has turned can be measured by the Cboe Volatility Index, which gauges the market’s anticipation of future volatility
By Joseph Lisanti| Financial Planning Verified Financial advisor Tom Nowak says there’s no long-term future in fossil fuels. “They may have a good year,” is the most he will concede. Yet Nowak, who spent 30 years as an analytical chemist before founding his firm, doesn’t push his clients to adopt ESG investing
Company Info
Financial Planning
Financial Planning is the leading resource for news, analysis, insights and data for financial advisors across the independent, wirehouse and bank channels. We deliver the essential information, strategies and tools planners need to build and grow thriving practices, position their firms against competitive threats, meet regulatory requirements and best serve their clients.
Rockford, United States
+1 212-803-8200
Founded: 1969