Ryan Zabrowski, director of arbitrage and senior portfolio manager at Krilogy in Creve Coeur, Missouri, said, “If you’re doing your job as a planner, you have people focused on longer-term goals. If they have shorter-term goals, the financial planning textbook would say we shouldn’t be risking that money. If you have a large purchase that you’re going to make in the future, you receive what the market offers you for those low-risk investments.”
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