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The Four Worst Questions to Ask Your Financial Advisor

As financial advisors we receive many of the same questions from investors. We also hear some questions that make us wonder what investors have experienced in their past with investing. Here are a few questions we believe are bad to ask your financial advisor. We believe these questions are ‘bad’ not because the investor is in the wrong, but because these questions come from a misinformed way of thinking about investing.


Why you don’t need a financial advisor

What value does a financial advisor provide to investors? Many investors believe they are capable of producing above-average market returns on individual investing on their own, and they may be right. It’s likely they’re also facing significant risk they may be unaware of in regards to their financial future. There are three specific ways in which a financial advisor provides intrinsic value to investors...