Recession Warning: Questions to Ask Your Advisor
2 years ago
4.09K
In this episode of Scriptures & Wall St., Carlos Cortez Jr. meticulously outlines everything that you'll need to ask your financial advisor to guarantee that they are the right pick for you. For example: are you and your advisor ideologically and spiritually aligned with each other? Does your advisor know and understand the standard deviation of your portfolio? Is he or she preparing you for the next inevitable recession? What is your advisor doing right now to protect your assets? Do they offer you safe money options and insurance on your investments? What did they do in 2008? If these basic questions cannot be easily answered by your advisor, you may need to find a new one.
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