Financial Advisor Magazine Interviews Chad Carlson About Talk of Recession

August 15, 2022

Chad shared his thoughts with Financial Advisor magazine on what BDF is doing to position portfolios for the rest of the year.

When clients worry, listen. “We all know the academic answer of what to do in downturns, but we need to have the patience to listen to the concerns of clients,” Carlson says. “We have to say, ‘Yes, we see that, and here’s how it’s expressed in your portfolio.’” You can read the rest of the article here, “Advisors With Inflation-Hit Client Portfolios Don’t See Soft Landing In 2023.

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