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Bridge over ocean
8 May 2012 Multimedia

Seven Key Principles for Private Client Investing

  1. Dean A. Junkans, CFA

Dean A. Junkans, CFA, explains how to understand, educate, and communicate with clients to reduce uncertainty and anxiety...

Dean A. Junkans, CFA, explains how to understand, educate, and communicate with clients to reduce uncertainty and anxiety. More specifically, he discusses why dynamic asset allocation is important and how to decrease the impact of market volatility, as well as how clients wish their investment professional could perform differently.