Director of Financial Planning, Amy Kothmann, sits down with Worth Magazine to discuss the importance of coordination among service providers when it comes to financial planning, and the value of an advisor as the “financial quarterback” of the entire team.
Slaughter Associates VP, Bob Tabor, looks back at successes of 2017, recent advancements within the company, and the positive effects it will all have in our ability to better serve you. Bob closes with a peek at new technology and client access services on the horizon.
Slaughter Associates VP, Darby Armont, discusses a broad range of economic factors that we closely monitor and consider when helping you be informed and make sound financial decisions. Some of the topics covered include Economy and Markets, Volatility and Market Corrections, and Tax Law Changes.
Slaughter Associates President and CEO, Brooks Slaughter, takes an in-depth look at fundamental data of both domestic and international stock markets, as well as what conditions are cause for concern and which are not.
Slaughter Associates Investment Analyst, James Sherrard, reviews the most recent market correction and provides understanding into the differences between Market Pullbacks, Bear Markets, and Market Crashes. James also addresses market corrections in Bull Markets, and market corrections over the last 40 years, plus how we prepare you and your portfolios to manage such corrections.
Through Worth Magazine’s Leading Advisors program, Slaughter Associates Vice President, Bob Tabor, addresses a growing issue among high net worth clients — a service plan that does not meet the needs of the individual’s wealth. Hear how a comprehensive wealth plan does exist for affluent families caught between mass investment management and a family office.