clients who don’t listen

sometimes you need to take a hands-off approach.

by anthony glomski
your $5 million high-net-worth practice

staying invested consistently is the all-weather approach. what do we mean by this?

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some of our clients reside near us in los angeles, where the average annual temperature is a very comfortable 65 degrees. in southern california, our “seasons” don’t vary much from the average annual temperature of 65. other clients reside in new york city, where the average temperature is cooler, but still a very comfortable 56 degrees. however, the temperature swings are much more significant in the big apple, ranging from stifling heat and humidity in the summer to icy temperatures and falling snow in winter.