LAFAYETTE, Calif., Oct. 12, 2011 /PRNewswire/ -- Responding to the recent events in Washington and abroad that are unfolding and causing unwelcome market volatility, Ballou Plum Wealth Advisors, LLC recently held a client-focused webinar with guest speaker Burt White, Managing Director and Chief Investment Officer at LPL Financial (Nasdaq: LPLA).
Mr. White's discussion centered on the economy's slow growth and the challenges investors face navigating the financial markets. Mr. White also focused on the issues that are facing the European markets and how they relate to the US economy.
"We are extremely grateful for Mr. White and his presentation to our clients," said Lynn Ballou, CFP® and Managing Partner of Ballou Plum Wealth Advisors. "We take pride in making sure our clients are informed of economic events and the impact on the financial markets. Having LPL Financial share the latest research and perspective with our clients is one of the best ways to keep them informed."
A recording of the webinar can be found here.
About Ballou Plum Wealth Advisors
Since 1998, Ballou Plum Wealth Advisors has been the trusted advisor to families in the East Bay. The firm is very proud of the reputation it has built as a boutique financial advisory practice while managing over $175 million in client assets. As an independent firm, Ballou Plum has the freedom to make the best investment decisions on behalf of our clients. The financial advisors at Ballou Plum are affiliated with the nation's largest independent broker/dealer*, LPL Financial, so that they can offer a high level of independence and investment portfolio service to all of the firm's clients.
*As reported by Financial Planning magazine, June 1996-2011, based on total revenue.
Securities offered through LPL Financial. Member FINRA/SIPC.
SOURCE Ballou Plum Wealth Advisors; LPL Financial