• Skip to content
  • Skip to primary sidebar
  • Skip to footer

Steven G. Blum and Associates LLC

Guiding Families Through Their Entire Financial Lives

Main navigation

  • Home
    • Our People
      • Steven G. Blum
      • Mary Bonfini
      • Suzanne Simenhoff
      • Annmarie Sheehan
    • Contact Us
    • Classes and Events
    • What We Do
  • Our Client Relationship Summary Form ADV Part 3

Filed Under: Articles

Hiring (Or Firing) A Financial Advisor

Seeking new standards from investment professionals.

It’s been months since most investors began seeing big losses on their financial statements. If they haven’t yet hired a financial advisor, many are thinking about doing so now. Others, who already have financial advisors, have either called to discuss their options or possibly even switched to a new advisor in hopes of turning around their situations. Investors want to know if they should sit tight and ride out the crisis or change their investment strategies to try and mitigate their losses. However, an even greater question looms: Whom can they trust to give them the best possible advice?

Read Steve’s Full Article on Forbes.com

Share

July 10, 2009 By Annmarie Sheehan

Primary Sidebar

Footer

Investment Advisory Services offered by Steven G. Blum and Associates, LLC

An SEC Registered Investment Advisor

Copyright © 2026 ยท Steven G. Blum and Associates LLC