Jonathan Swanburg - Tri-Star
Last quote by Jonathan Swanburg
I have a large number of millennial clients and I have noticed a definite uptick in the desire to own stocks. Clients shifting their own allocations, without first talking to the advisor, is a very rare thing. So two people doing the same shift in the same week is interesting. I don't have a problem with it if the clients are educated about long-term investing and matching their investments to their goals.feedback
May 03 2017
This page is completely dedicated to what Jonathan Swanburg has to say. All of Jonathan Swanburg’s quotes are organized here by date and topic. The most recent quote attributed to Jonathan Swanburg came from an article called Lock up the college funds, or it is easy to raid them: “It's not the solution for everyone. This is for where a person says 'I hate volatility and I don't want to pay tax and I want to remain flexible.”.
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Quotes by Jonathan Swanburg
Aug 25 2016
It's not the solution for everyone. This is for where a person says 'I hate volatility and I don't want to pay tax and I want to remain flexible.feedback
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