It’s too good to be true — but you may not believe it. How to listen when investment pros say ‘back off.’
Social media makes investing look easy. Market-beating returns, passive real estate income, crypto windfalls—it all sounds so simple.
SEIA advisor Jessica Donovan was recently featured in MarketWatch discussing one of wealth management’s toughest challenges: helping clients navigate unrealistic expectations shaped by influencers and get-rich-quick narratives.
When a client in his late 70s insisted on market-beating returns, Jessica found a creative middle-ground: managing the majority of his portfolio with an aggressive yet diversified strategy, while letting him control the rest as a “play account.”
Sometimes the best financial advice isn’t about saying no—it’s about helping clients manage risk while honoring their autonomy.
Read the full article by Morey Stettner on MarketWatch: https://www.marketwatch.com/story/its-too-good-to-be-true-but-you-may-not-believe-it-how-to-listen-when-investment-pros-say-back-off-cc38ef50?mod=search_headline
Third Party Site
The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.
Dated Material
Dated material presented here is available for historical and archival purposes only and does not represent the current market environment. Dated material should not be used to make investment decisions or be construed directly or indirectly, as an offer to buy or sell any securities mentioned. Past performance cannot guarantee future results.