Lending Mess Just a Strain on Returns For Most Advisors

Published Friday, August 17, 2007

Subprime loans, margin lending, hedge fund collapses—for a majority of advisors the storm is still outside their clients’ portfolios. “If you’ve got a diversified portfolio of stocks and bonds and you don’t have too much debt on your house there isn’t much to worry about, yet,” says Greg Ghodsi, a Raymond James broker in Tampa, Florida. That isn’t to suggest Ghodsi hasn’t been busy lately, calling and emailing clients to reassure them he has a game plan as well as moving large sums of their money into safer waters. “In general we were 1 to 2 percent cash ...

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