The
year is half over. How did your
portfolio do? Are you down or flat after a very volatile 6 months? You shouldn't be. A diversified portfolio should have returned
around 4% so far this year. If you did
much worse than this, ask your advisor why and ask them how much THEY made off
your portfolio this year. If they made
more than you did, there's a problem. Ask me about a smarter way that puts the
client first.
- Larry Pike, CFA, Client Priority Financial Advisors LLC
- www.clientpriority.com
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