HB tells LA media what’s got advisors juiced (and worried) in 2019

Thanks to our friends at the Long Beach Business Journal for including me in their Economic Forecast 2019 special section. The gist of my comments to business owners, based on findings from our annual Wealth Advisor Confidence Survey conducted in conjunction with The Financial Awareness Foundation, was that “The easy money has been made. Now you need an expert to help you.”

We’re keeping our confidential (5 minute) online survey open for another week. Here’s the link https://www.surveymonkey.com/r/6GNK92J.

Give us 5 minutes of your time and we’ll rush you a 12-page pre-publication copy of the report. See how you stack up to your peers in terms of opportunities, challenges and growth prospects.


Enjoy the weekend. Best, HB

#wealth advisor confidence, #CPA confidence, #2019 market climate



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