Dr. Dave Yeske, CFP® earned a doctorate in finance at Golden Gate University and an M.A. in Economics and a B.S. in Applied Economics from the University of San Francisco. He has been practicing financial planning since 1990. Dr. Dave is a past Chair of the Financial Planning Association (US) (FPA) and subsequently chaired FPA's PAC, Research Center Team, and Academic Advisory Council. He currently serves as Practitioner Editor of the Journal of Financial Planning. He has been quoted in national media including The Wall Street Journal, Business Week, Newsweek, USA Today, Investors Business Daily, San Francisco Chronicle, and The Journal of Financial Planning. Dave appears regularly on CBS, CNBC, CNN and NBC News. Dave and the Yeske Buie approach to investing were profiled in the Wall Street Journal in October 2009 and Dave was again profiled in the Journal in 2010 on “The Science of Financial Advising.”
I think the basis for anyone to consider changing advisors following the pandemic comes down to this: did your advisor stick to his/her knitting and execute on a grounded strategy that was already in place or did your advisor thrash about in a panic?. If your advisor panicked and exited the market or curled up in a fetal ball and went radio silent, you probably need to shop around for someone who works from a grounded set of principles and has a more engaged, proactive style.