4. Fees
Warren Buffet once said, “Price is what you pay, Value is what you get.” There has been a lot of discussion over the cost of investing. It's important to keep your cost reasonable and to ensure you are getting value from your advisor. What does value look like? Have a look at this checklist and compare that to what services your current advisor is providing.
The truth is no one has a crystal ball, and if they did, they wouldn't be sharing it. Investment planning as a segment of financial planning comes down to following some sound investing principles finding an advisor you like and trust and establishing a plan.
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