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Investment Advisors Section  Form

Investment Advisors Section Form

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so many of the folks that watch my channel use an investment advisor to manage their portfolio how do I know this because they email me and they send me their portfolios often with dozens and dozens of mutual funds and ETFs sometimes individual stocks and they're hoping to simplify their portfolio down to you know three or four or maybe five lowcost index funds and they're not quite sure how to do it well I got an email like that recently from a viewer she and her husband are nearing retirement they have an investment adviser who's managing a rollover IRA and she kind of wanted me to know figure out how do we talk to the adviser about this portfolio and try to understand what's going on as they try to make decisions uh as they near retirement so in this video we're going to look at that portfolio and I'm going to walk through at a high level at least five questions that I would ask my adviser if he or she put me in this portfolio certainl

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