Election anxiety: Financial planners and the presidential race

Keeping clients from making impulsive changes is an election priority for top CPA financial planners — but so is figuring out the long-term regulatory impact.

Jun 5, 2024 - 01:00
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Election anxiety: Financial planners and the presidential race
Keeping clients from making impulsive changes is an election priority for top CPA financial planners — but so is figuring out the long-term regulatory impact.