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Old 01-26-2022, 09:20 AM
Haggar Haggar is offline
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There's a lot more to investing that ha been talked about. Having been a financial advisor (I'm a CPA) - that's past tense.

What the risk profile of the investor - some people want a portfolio that don't go up and down like is happening now, some are willing to take risks. What are their needs is the future? What's their net worth now? Do they have a significant other? What's their age?
What's their health?

For anyone to suggest an investment strategy and what investments to buy for someone else is a disservice.

Some investors don't feel secure in doing their own investments with the wide range of products out there. So the question that started this thread seeking an investment advisor is probably the right solution for them.
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