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Download it here. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. To guide your review, heres a checklist covering over 25 important considerations.
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You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I was their, the regulatory comm, JP Morgan at the time had one regulatory commiss. I said, no, Bob, I don’t think my, my risktolerance is, is, is right for that. Try, try that.
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