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Advisors Remain Cautiously Optimistic for 2021
- by: Hank Berkowitz
- February 3, 2021
No CommentsReasons for optimism may surprise you Preliminary results of our 5th annual CPA/Wealth Advisor Confidence Survey™ show the vast majority of U.S. financial advisory firms (92%) expect to grow in 2021. In fact, nearly two in five (39%) are expecting to grow by double digits or more this year—comparable to pre-COVID levels. While more
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Calm Before (During and After) the Storm
- by: Hank Berkowitz
- September 12, 2017
As some of you know, I enjoy doing masonry work on the weekends to relax. It’s physical and it’s dirty. It requires a blend of math, physics, esthetics and brute strength. I know manual labor is not everyone’s idea of a fun weekend, but for me, it’s a welcome change from email, texting and computer