Special to the Recorder
Historically, we, as financial advisors work in a left-brained industry while we communicate with right-brained clients. In other words, regrettably, far too many advisors place unnecessary weight on charts, graphs, statistics and data rather than providing clients with what they want: a broader framework and context while creating compelling clarity with analogies, metaphors, and stories.
I have argued for 32-plus years that investors and advisors over-complicate the investment process and their ultimate strategy. I have always been an advocate of doing the following basics right.
Let’s not forget that often in the real world, it’s not the smart that get ahead, but the bold. Therefore, let’s always remain courageous and steadfast with our investment strategy during good times and bad.
Harry Pappas Jr. CFP®
Master of Science Degree Personal Financial Planning
Certified Estate & Trust Specialist ™
Certified Divorce Financial Analyst™
Pappas Wealth Management Group of Wells Fargo Advisors
818 North Highway A1A, Ste 200
Ponte Vedra, Florida 32082
The use of the CDFA™ designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a Registered Broker-Dealer and a non-bank affiliate of Wells Fargo & Company.
The opinions expressed in this report are those of the author(s) and are subject to change. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy.