This Time It IS Different, Ep #44

Wealth planning is an exercise in risk management. Our role as advisors is to manage risks for our clients. We place our clients and their goals first. That means that we do things differently than most. In this episode of UPThinking finance™, Amy and I will share why “This time is different” and how we operate, keeping our client’s best interests in mind. 

You will want to hear this episode if you are interested in...

• Our backgrounds in the financial industry [2:41]
• This time it’s different [9:12]
• Risk definitions for today [13:01] 
• How do we proceed? [16:07]
• We can’t rely on the past [23:25]
• What we’re grateful for [27:35] 

Amy LeNoble and Emerson Fersch are Registered Representatives with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

Resources & People Mentioned

• The Asian Financial Crisis 1995–98 by Russell Napier
• China, Saudi Drive BRICS’ Push to Erase Dollar in Global Economy
• Top 10 Dow Jones Drops
• 2008 Recession: What It Was and What Caused It
• US Debt Clock
• US Government Debt
• Adaptive Asset Allocation

Connect with Emerson Fersch and Amy LeNoble

• Capital Investment Advisers
• On LinkedIn

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Audio Production and Show Notes by - PODCAST FAST TRACK