What Should You Be Asking?

November 7, 2020

In this episode, Crystal Langdon and George Amedore III continue their series “Crystal Clear Investing”. They discuss the role of your advisor and key questions you should be asking him or her. When the markets get bumpy, doing this alone can be stressful.  Listen in to find out more about key questions you should be asking your advisor and if you don’t have one, how to find the right one. Below are some topics they will cover specifically:

Key questions to ask

Investment Advisor vs Financial Planner

The Role of a Fiduciary

 

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