I’ve had my IRA with advisors on the Barrons list. Didn’t help during the Great Recession. My thought is to ask what has been the average client portfolio performance for the past (your choice) number of years. Then you’ll have something to compare against other advisors.
Would you buy a performance car if you couldn’t see the figures on how it performs?
If you get the response “my mother has her retirement money with me”....keep looking.
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