Many advisers view political discussions with their clients as a kind of third rail, because the topic has the potential to create unnecessary tensions.

“Politics and planning are a terrible mix,” says Jonathan Swanburg, an adviser with the Tri-Star Group in Houston. “The best way to deal with politics is to not bring it up at all.”

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access