Don't be afraid to ask direct questions!
Sometimes people don't know what to ask when selecting an investment adviser, and if they don't ask, many people just don't bring it up.
There are some important questions that we feel you should ask everyone.
What makes one product different from another, and why is it important.
How do you get paid and what is included
Is the portfolio positioned well for the expected market returns over the next twelve to ...
Don't be afraid to ask direct questions!
Sometimes people don't know what to ask when selecting an investment adviser, and if they don't ask, many people just don't bring it up.
There are some important questions that we feel you should ask everyone.
- What makes one product different from another, and why is it important.
- How do you get paid and what is included
- Is the portfolio positioned well for the expected market returns over the next twelve to eighteen months?
When you ask the right questions, you become a more informed investor and your relationship with your adviser becomes more strategic.
Never feel uneasy about asking direct questions, and keep asking until you feel that you understand why recommendations are being made and what the rational is for having each element of your investment portfolio.
With a plan, a strategy. and ongoing management to navigate changes, you can feel more comfortable that you are taking the steps to be a well-informed investor that is Making Your Money Work for YOU!
INCOME TOMORROW STARTS WITH A PLAN TODAY!
Disclosures:
Kenneth Loebel, is a registered representative and offers securities and advisory services through Madison Avenue Securities, LLC (MAS) member FINRA & SIPC and a registered investment advisor.
Kenneth Loebel, Personal Income Solutions and Madison Avenue Securities are not affiliated companies.
Investing involves risk, including the potential loss of principal.
Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Our firm is not permitted to offer and no statement made during this show shall constitute tax or legal advice.
Our firm is not affiliated with or endorsed by the US Government or any governmental agency.
The information and opinions contained herein provided by the third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm. This show is a paid placement
