EPISODE · Aug 29, 2018 · 26 MIN
3 Questions You Should Not Ask Your Advisor (or should you?)
from Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals · host Walkner Condon Financial Advisors
Clint and Mitch discuss a Forbes article that mentions three questions that you shouldn't ask your financial advisor. They discuss performance benchmarks relative to your portfolio, your returns compared to your neighbor's returns, and rising interest rates.
What this episode covers
Clint and Mitch discuss a Forbes article that mentions three questions that you shouldn't ask your financial advisor. They discuss performance benchmarks relative to your portfolio, your returns compared to your neighbor's returns, and rising interest rates.
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3 Questions You Should Not Ask Your Advisor (or should you?)
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