The
first day of trading in 2016 is ugly.
But how did you do in 2015? A balanced portfolio suitable for many
families should have returned just a hair into positive territory. Your response may be that returns were quite negative!
My response is that you need to review
your financial plan. High fees, inappropriate investments and excessive trading
may have caused you to lose money. Ask
me for details.
- Larry Pike, CFA, Client Priority Financial Advisors LLC
- www.clientpriority.com
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