This podcast discusses recent market events, how to advise and communicate with clients, and planning opportunities to consider. 

Lori Luck, CPA/PFS and David Stolz, CPA/PFS share how the CPA financial planner plays a critical role in providing perspective during times of market volatility and how they can have a calming effect on their clients. They can empower clients by helping them sort out what they can and cannot control, which often provides relief in uncertain environments.