RBS 127: 5 Key Questions to Ask Your Investment Advisor
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About this episode
In this video we'll look at a portfolio a viewer sent in to me. It's from their investment advisor, and we will be asking 5 key questions about the portfolio that I would ask if an advisor put me in the same portfolio.
1. What's the target asset allocation?
2. Have you made any changes to the target asset allocation?
3. How do you pick the funds to implement the plan?
4. Why isn't a simpler, less expensive portfolio a better choice?
5. How do you invest your own money?
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Get every episode summarized
Each time The Rob Berger Show publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
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