What to Ask Your Financial Planner in this Turbulent Market
Written by Christopher J. Berry, Esq. on November 11, 2008 – 7:20 pm -Wathcing the news today and they quoted a Kiplingers article that offered some questions to ask your financial planner during these turbulent times. Those questions were:
- How have your investments performed?
- How do your investments meet time horizons?
- What adjustments have been made due to the turbulent economy?
- How and when will the planner provided feedback and updates?
Posted in Estate Planning, Financial Planning |
November 12th, 2008 at 1:54 pm
These are great questions to ask your financial planner - the kind of questions I love when my clients ask them of me. Given the turbulent markets, it is important to have a strategic plan. The longer the time frame until you need the cash, the less change you need to make to a well balanced portfolio. I find that many people panic and make changes they do not need to make.