Elisabeth Jacobson on Volatile Times

Wednesday, April 15th, 2020

Principal and Senior Wealth Advisor, Elisabeth Jacobson, was featured in a recent article about volatile times for retirees.  “We want to assure our clients that we’ve got our hands on the wheel, that we’re watching their portfolios, and that we have their best interests in mind,” Jacobson explains. “We also want to make sure they feel comfortable reaching out to us if they need to.”

For the full article by ThinkAdvisor, click here.