Globally, billions remain at home under some variation of COVID-related lockdowns and social distancing, a phrase many of us hadn’t heard or used up until this year. Unsurprisingly, this has affected just about every industry, from restaurants to airlines to the oil industry. The markets, in turn, have experienced some turmoil although they perked up a bit in April on news of a potential therapeutic and unprecedented stimulus out of Washington.
Part of providing financial planning is understanding our client’s financial personality and using that to adapt how we explain concepts and make decisions together based on their needs.
We found this article interesting that discussed the different financial personality types. Which is yours?