Investment News asks Kristi Sullivan about Politics & Financial Planning
It seems that more and more people are getting vocal about politics these days. So, when Investment News asked several financial advisers their opinion on politics and financial planning, I was only too happy to contribute.
Politics, in general, and President Donald J. Trump, in particular, have become hot-potato topics that most financial advisers try to avoid when talking with clients.
In a political climate that some describe as more polarized and vitriolic than others in recent memory, advisers are quickly recognizing the need to tamp down personal political views and embrace some diplomacy in the interest of more harmonious relationships with clients.