This Is When (and Why) You Need a Financial Advisor

Martha White of Money magazine includes Joe Heider, president of Cirrus Wealth Management, in an article about why one should consider working with a financial advisor. “Our natural tendencies as humans are to react to the most immediate past experience. In other words, we panic and throw the old buy low, sell high axiom out the window. If left to our own devices, we tend to do the opposite. An advisor who’s used to navigating the market’s ups and downs can prevent clients from ‘doing the wrong thing at the wrong time,’” he says.