Cannon Financial Institute

This month in Insights:

Webinar Recording: Bear Market Survival Guide
Duane shares actionable, data-driven strategies to help advisors lead clients through market volatility.

Article: How Trust Advisors Can Stay Afloat During Market Turbulence
Learn how top advisors use empathy and listening—not just market talk—to guide clients in uncertain times.

Article: Charitable Giving Through Your Client’s Eyes
Q&A with Myles McHale on how to align planning with clients’ philanthropic values. Tips on tools, conversations, and planning opportunities.

Podcast: First Friday Feedback – May 2025
Phil Buchanan and Jaci Riorden explore the impact of special needs trusts.
Real-life stories and planning insights for families with complex care needs.

Read here: https://www.linkedin.com/feed/update/urn:li:activity:7325531040125509633

Recently featured in GoBankingRates and Yahoo!Finance:
Myles shares key insights on how to protect your 401(k) during market volatility — emphasizing the power of a clear plan and calm decision-making.

Read the full article here: https://finance.yahoo.com/news/401-k-doesn-t-recover-110347007.html