FAs Weigh In: Clients Mostly Ask About Financial Health and Taxes

0 minute read | March 26th, 2021

FA-IQ reached out to advisors to ask: What are the top financial advice questions you are getting from your clients?

Katherine Forrester Schneewind, CEO and founder of High Note Wealth. Deephaven, Minn.-based Schneewind has been in the industry for 25 years and has around $400 million in client assets.

“There seem to be two predominant questions for me at this time: #1 ‘Am I going to be OK?’ #2 ‘Are you concerned about the market crashing?’