Congratulations, you hired a financial advisor! But how do you know if your advisor is helping you to reach your financial goals or missing the mark? In this episode, Host, Ron DeLegge, Chief Portfolio Strategist @ ETFguide talks with Ron Surz, President @ PPCA, Inc. about the yardsticks that individual investors should be using to …
How can a person tell the difference between a healthy and unhealthy investment portfolio? Naturally, it’s by how well (or poorly) a portfolio does at addressing crucial areas like taxes, cost, diversification, risk, and performance. Here’s the problem: Poorly constructed portfolios are usually ignorant about these first four things, which explain why unsatisfactory performance results …
Portfolio Report Card: A Poorly Designed $863,309 Advisor Managed Account Read More »