At the macro-level, markets have been volatile and that is unsettling for people whose life savings are tied up in portfolios which lose and gain day-to-day depending on a skittish Wall Street and an unknowable future.
We talk with Tom Moran, who was recently named among the top 100 investment advisors in the United States for the eleventh year in a row. He’s CEO of Moran Wealth Management, an investment management practice based in Naples.