If you’re a “do it yourself” investor, review this check list (below). If you’ve entrusted your investments to an advisor, there’s no guarantee he or she may not be committing some of these avoidable errors!
Error #10 – The left hand doesn’t see what the right hand is doing.
Splitting up your money amongst various managers “to see who does best” is a terrible idea. “Joanne” has a $3 million portfolio divided amongst 3 managers. One manager takes a very conservative tack, while another manager uses …Read More