When we see change coming, how do we resist the urge to do something rather than nothing? And how do advisors help clients with that same urge? Talking fixed income in a rising rate environment here: https://bit.ly/2Ndgj9T
- Post published:July 18, 2018
- Post author:Holly Donaldson
- Post category:Fee-Only Financial Planner / Psychology of Money
Holly P. Donaldson, CFP® writes and consults on the psychology of money. Her fee-only, product-free financial planning practice focuses on increasing financial self-efficacy for those seeking a financial navigator to help them make good decisions. She is the author of The Mindful Money Mentality: How to Find Balance in Your Financial Future (Porchview Publishing, 2013) and publisher of the award-winning monthly e-letter, "The View From the Porch." With a fully virtual practice in Seminole, Florida, she primarily serves clients located in the Tampa, St. Petersburg, and Clearwater areas. Holly will also work with clients who are a good fit located elsewhere in the United States.