2013, Debt Management and Risk Management

How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

WiserAdvisor

JANUARY 23, 2024

Engaging in a constructive dialogue with your financial advisor can provide valuable insights into the rationale behind their decisions, portfolio construction, and risk management. For instance, events like a market downturn in June 2013 allowed some services to capture losses promptly, providing tax savings for clients.

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How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

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