by Richard E. Reyes, CFP
I was recently featured in the Wall Street Journal online Blogs section for financial advisers, wealth managers, and their clients. Thanks to Alex Coppola, staff writer for WSJ for his time in putting this article together. Here is the link to the full article.
Voices: Richard Reyes, On the Purpose of Financial Planning
Richard Reyes is a planner with the Maitland, Fla.-based Wealth and Business Planning Group.
A financial planner’s job involves a combination of selling and providing services. Somewhere along the way planners started to believe that their services included fortune telling – that they could and should be predicting markets. It’s become a question of selling product and pulling people in and out of markets based on our feelings about a particular asset class or particular stock. That’s really not our job. [Read more…]