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08:08
Honest Conversations About Current Events Will Keep You "Top of Mind" and Generate Referrals
Allan Pelkonen, CFP®ChFC®, President and CEO of Pelkonen and Associates Wealth Management Solutions discusses the banner year his firm is having and how he is helping his clients deal with the current macroeconomic uncertainty.
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09:57
Long-Term Planning To Manage Short-Term Volatility
Allan Pelkonen, CFP, ChFC, President and CEO of Pelkonen and Associates LLC Wealth Management Solutions, shares what’s in his latest client annual review deck, how he helps clients process the volatile investment climate, and how to strategically invest without making predictions.