Katherine Vessenes, JD, CFP®, Founder and CEO of MD Financial Advisors, and MD's CIO and Senior Advisor, Josh Lantz, CRPC®, discuss what affects a stock's price, how the global market has rewarded discipline, and a brief history of the stock market's ups and downs.
With the recent gains and declines of the market, due to COVID-19, it’s hard for doctors to know what to do and what actions they can take to ensure financial safety and stability in this crisis. We are here for you, to help set your mind at ease as we navigate this volatile market.
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Katherine Vessenes, JD, CFP®, is the founder and CEO of MD Financial Advisors who serve 500 doctors from Hawaii to Cape Cod. An award-winning Financial Advisor, Attorney, Certified Financial Planner®, author and speaker, she is devoted to bringing ethical advice to physicians and dentists. She can be reached at Katherine@mdfinancialadvisors.com.
Josh Lantz, CRPC®, CIO and Financial Advisor at MD Financial works diligently with all our teams to coordinate the services we provide for our clients. He wants to make sure all our clients have sound, fiscally responsible, financial plans and feel more comfortable about their future. He can be reached at Josh@mdfinancialadvisors.com.