Are Your Investments Doing What They’re Supposed To?

Today, Paul talks about a meeting he had with an investor who had a very common concern. Are his investments underperforming or doing what they’re supposed to? How can someone tell? Paul then tells listeners what questions to ask about their portfolios to make sure their investments are doing what they’re supposed to do.

To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.