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Investor’s Business Daily: Upbeat or Gloomy? Advisors Strike Right Balance to Reassure Clients

Keel Point

August 21, 2020

Keel Point’s Executive Chairman Dave Parks connected with Investor’s Business Daily on how advisors can strike the right balance between optimism and pessimism when planning with clients.

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Dave Parks is Keel Point’s Executive Chairman and works in Keel Point’s Washington D.C. office. He founded Keel Point in 1998 and has continued to oversee its growth since it merged with Blue Creek Investment Partners in 2015.

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