Listen to an excerpt from Hanson McClain’s Money Matters show on January 16, 2016, where Scott and Pat discuss the current conditions of the U.S. markets and the problems we face which are causing market volatility.
Do you know what your investment risks are and do they align with your retirement planning goals? Request your FREE Money Matters Portfolio Stress Test to discover if you are prepared for the unexpected.
**Financial Times, FT 300 Top Registered Investment Advisers, June 2016. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.
***Financial Advisor, RIA Survey & Ranking 2015, July 1, 2015.
****NBRI disclosure: The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.