Day: March 7, 2023

Marshall Nelson, wealth advisor at Crewe Advisors, speaks with Gabrielle Olya at GOBankingRates about why young investors should consider having a financial advisor. “Young professionals could benefit from having an advisor because an advisor is there to help them enhance their investments and avoid investing pitfalls. A big part of this is helping young investors manage their emotions. Investing hard-earned money in a place where risk is involved can be highly stressful in the short term. An advisor is there to help them from turning short-term anxiety into a long-term mistake. An advisor helps investors make decisions using logic, instead of emotion,” says Nelson.

Ryan Halliday, managing partner at Crewe Advisors, discusses the reasons why Salt Lake City has seen an influx of financial advisors with Tobias Salinger at Financial Planning. “Over the last 10 years, there has been a huge VC community. A tremendous amount of wealth has started to be created. There has been a need for more and more advisors,” says Halliday.