15 Things Your Financial Advisor can do for You – Part 3
[Continued from previous post] (11) Keep you informed In good times and bad, your financial advisor will keep you informed of how market moves are affecting you and your portfolio and strategy. He or she will also let you know about important events that may affect your investments – including elections, global unrest, changes in tax rules etc. You have more important things to worry about than the state of your portfolio at any given time, but your financial advisor does not. (12) Teach your family basic concepts You can't do it […]
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