Skip to main content

Early registration ends July 25! Save $200 on CFP Board Connections Conference, Oct. 5–7 in Las Vegas. Register Now

In the News

‘Every Month I Express My Concerns to My Adviser, But He Says Not to Worry.’ My 401(k) Has Lost Over 20% and I Can’t Afford to Lose That Kind of Money. Is It Time to Find a New Adviser?

By Alisa Wolfson June 13, 2022 MarketWatch

Instead of hoping for a market bounce-back, CFP Board Ambassador Daniel Forbes, CFP® says a client and advisor should revisit the risk analysis and retirement income forecast to make sure the financial plan is on track.

Read more at MarketWatch

MarketWatch
Alisa Wolfson
June 13, 2022