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09-28-2021, 12:17 PM
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Sage
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Join Date: Aug 2009
Location: NJ, NM, SC, PA, DC, MD, VA, NY, CA, ID and finally FL.
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Quote:
Originally Posted by Stu from NYC
I would also ask about their background and experience.
Have come across so called financial advisers who have taken on line classes only or were former math teachers with a super duper computer program that does a great job of timing the market.
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Yes. Their track record and their educational history would be the first things I would want to see and evaluate. I would also like to determine if their personality and general overall outlook on things would be a good match for me, like a physician's "bedside manner".
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