How to Judge Your Advisor and Your Portfolio at the Same Time — Part 1

With so many advisors being educated on money and investing by insurance companies and investment firms who want to sell products, Paul realized that it is now the investors’ job to understand how their life savings are being managed. In a two part episode, Paul gives you some practical tips on how to judge whether or not your investments and your advisor are leading you in the right direction. Listen along as Paul shares how your statements will either tell you that you're properly diversified and on track or that your advisor is market timing and speculating with your money.

 

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