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May was Asian American and Pacific Islander Heritage Month and we celebrate Jeff Tomaneng, CFP®. Jeff is a first generation Filipino American and was recently recognized as a nationwide leader in the article “Amplifying 8 Asian-American Voices in...
May was Asian American and Pacific Islander Heritage Month and we celebrate Jeff Tomaneng, CFP®. Jeff is a first generation Filipino American and was recently recognized as a nationwide leader in the article “Amplifying 8 Asian-American Voices in Financial Planning”. Jeff is a wealth manager at AMR and a co-host of the FPA Wicked Pissah Podcast, produced by the Financial Planning Association of New England to provide thought leadership for financial advisors.
Chris and Jeff talk about what to do and not do in market down turns. In any market, make sure that your risk profile fits your temperament. They also discuss the debt ceiling and Republican Presidential candidates.
Recorded May 27, 2023
