Episode 99: Financial Decision-Making During Times of Crisis

Today’s episode is a special rebroadcast of an economic presentation Patti gave to the oldest and largest law firm in Delaware. During this presentation, Patti outlined specific financial strategies that young Associates, as well as seasoned Partners and Directors, should consider implementing during this very volatile economy. Drilling down to the various stages of life is also critical when making certain decisions because each stage also has its own particular financial challenges. Rising inflation, potential interest rate hikes and the turbulent real estate market is also affecting financial decision-making. This episode is not just for attorneys – the issues discussed, and strategies offered, apply to any industry – especially during times of economic crisis.



Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance services offered through Patricia Brennan are independent of Royal Alliance Associates, Inc. Advisory services offered through Key Financial, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times (March, 2016). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.

The Forbes ranking of America’s Top Wealth advisors, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. There is no fee in exchange for rankings.