Building Your Financial Dream Team
The Key Experts You Need
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Tanya Welch, CFA, CFP®, Wealth Advisor, Partner
Tanya graduated from the Wharton School, University of Pennsylvania, with a B.S. in Economics. She is a Certified Financial Planner® (CFP®) and Chartered Financial Analyst (CFA) charter holder and also an active member of the Financial Planning Association of San Francisco and CFA Society of San Francisco.
FAQs: Retirement & Volatile Markets
Frequently Asked Questions About Retirement Planning in Volatile Markets
With continued volatility and uncertainty in the market, you may be wondering how it's affecting your retirement planning and financial security. Here are some answers to questions we've received regarding action you can take now, considerations, and pitfalls to avoid.
2022: What Issues Should You Consider During a Recession or Market Correction?
As geopolitical events, inflation concerns, possible interest rate hikes, and other factors are impacting financial markets, it is essential to understand what to do – and what not to do – to help stay focused on long-term investment objectives.
What's the Difference in Asset, Wealth, and Family Office advisors?
There are many different descriptions within the financial services industry for financial management companies, including asset management, wealth management, and family office services. So when choosing an advisor, it’s key to understand the differences between these terms and the capabilities that different types of managers offer.