As a producer and I worked on the logistics of my appearance, she mentioned in passing that “most people can not afford an investment advisor.” Although there is no time or place for me to discuss this, I realized that many people may have a similar misunderstanding. If conditions permitted, I would have said the following to her.

Do you think you need an advisor? Wait before you answer because this is a kind of trick question. Also, I am definitely biased because I am an investment advisor. However, I think that can help address this issue in a way that helps. Working with many investors over the past nearly 20 years I have noticed that while most people are intelligent and many have enough knowledge about the market, which are, as a … >> Read More