Business
Cory Bittner, chief operating officer at Falcon Wealth Advisors in Mission Woods, Kansas, says that while investors may read and hear annual forecasts that they want to take to heart, they shouldn't do too much to take those predictions into their portfolio. Forecasts help advisors and customers frame discussions about a portfolio and expectations, Bittner said, but if a client is so dedicated to an outside outlook that they're forcing big changes to previous investment decisions or going against the financial planner's core reasoning, they're exposing weakness in the advisory relationship.