Mayport Wealth Management’s Adam Grossman offers an anatomy of the type of client reactions he’s seeing in the current market meltdown, along with analysis of value in the muni bond market and an incremental approach to stock-buying. In this podcast interview (17:53), the Boston-based advisor also offers insight into investment rules of thumb, his approach to helping clients clarify goals and his thoughts on correcting America’s dearth of retirement savings.
Learn more about your ad choices. Visit megaphone.fm/adchoices