Financial Advisor Free
How many of you out there have done well with your Financial Adviser?
I’d like to know how many of you out there has done well with your financial adviser/manager?
I do my own personal finances and I have to admit I’m fairly conservative. My retirement accounts are in target retirement accounts, and cash in tax free money market and CD’s
My loss has been in the 20% range while my friends who have so called professional money managers have taken losses in the 50% range, on top of what they pay them!
Any opinions?
I freely admit to being a coward, so when I had a windfall a couple of years ago I met with my banker, with my CPA, and with a relative with wide experience in personal investing — none of them had anything to sell me. I told each that the stock market was not a possibility due to risk to principal. Based on all of their advice and my own thinking, I paid off my mortgage (23 years early!) and put the rest in the bank. I keep a bit in regular savings, sacrificing interest for liquidity, and put the rest in CD’s. My interest earned is not a whole lot, but the principal is safe, and I am NOT paying interest on a mortgage. Personally, I tend to distrust the advice of brokers and others who have something to sell me. And — this is surely unfair — if a financial advisor is so smart and all that, why isn’t the financial advisor retired and sipping mai tai’s on the beach somewhere?
Guardian Financial Advisors – Tony Hansmann – Guardian Financial Gives Back
Financial Advisor Free Once you”ve confirmed that the adviser has a good track record, it”s time to delve deeper into his or her personality. Financial Advisor Free A good adviser will consider all aspects of your financial situation and design a customized plan to help you achieve your goals.