Our firm of fiduciary advisers spend a significant amount of time helping clients distinguish the differences between practical decisions and emotional decisions. Everyone likes to think that they always remove emotion from the equation and respond with reason.
When it comes to money, there are few places where emotion has a greater presence. Long before you battle letting emotion slip into your investment behavior or influence your level of spending, you make the decision of partnering (or not) with an adviser.
Whether it is your nephew, a friend from church, or an old college pal, deciding who (if anyone at …Read More