Investment Partner Todd Rabold spoke with WealthManagement.com about how Callan Family Office increases its communication with clients and partners during times of market volatility.
“We regularly review cash needs and strategic asset allocation targets and discuss the risks and opportunities of the current market,” Todd said. “Periods of volatility can be uncomfortable for investors, particularly if their advisor is not reaching out to discuss what this means for their financial situation.”
Please read Todd’s complete WealthManagement.com interview here