Podcast: Putting Market Volatility in Context for Family Offices

Overview

With unprecedented health concerns and economic uncertainty at the forefront of everyone’s mind, Edward Marshall sat down with Richard Perez, to provide guidance on how to put these events into perspective. Edward shared tactics on how to weather environments like those we are experiencing such as:

  • Putting uncertainty and market volatility into perspective
  • Importance of proactive communication
  • How to develop an action plan

Advisor Thinking