The volatile market of 2008 highlights the importance of focusing on controllable variables. A basic factor investors often overlook is the value added by their financial advisor. Here are five questions to ask your financial professional:
1. What education does your advisor possess?
Insurance representatives, annuities salespeople and stockbrokers all refer to themselves as “financial advisors.” Are these individuals qualified to provide objective, comprehensive financial advice and act in their clients’ best interest? While these salespeople are well equipped to illustrate how their particular product is appropriate for any given client, they may not have the …Read More