As soon as the program was announced, I not only advised my small business clients to apply; I also tried to figure out how to take advantage of it myself.
My broker-dealer warned that since it’s a forgivable loan it could be seen as a compromise with creditors.
Advisors — some inspired, some resistant — envision client contact in a post-coronavirus landscape.
As a longtime proponent of flat fees, I see a lot of pain ahead for firms that rely solely on assets under management.
We can all play a part in preparing for this and future outbreaks.
Fear and worry are rampant. One client asked if any other client had recently returned from China.