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How have you handled the financial markets this year?

South Carolina Business Review
SC Public Radio

As we close out a rough year for the stock and bond markets, it’s a great time to reflect on how you managed your portfolio and your emotions during all of this volatility. Did you panic, stay the course or something in between? Joining us to share some perspective on the financial markets both from a technical and an emotional standpoint is Rob DeHollander, a certified financial planner in Greenville, SC.

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After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.