You and Your Financial Advisor
Attitude, patience, worrying, saving, and spending are all factors that affect investment performance and are the purview of the investor as well as, if not more so, than the advisor. An advisor must be able to articulate both his Philosophy and Process to you. Beware an advisor who presents chart and graph-filled presentations touting statistics on what worked in the past. What worked in the past for someone else may not work in the future for you.
Please click here to view the Spring 2011 newsletter.This material was created while Al Boris was at a previous broker/dealer and has been rebranded to reflect his current firm, Alex. Brown, a Division of Raymond James. It is provided for historical purposes only. Investors should not act on the historical comments which do not reflect current market conditions.
