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Question: Is Bad Advice and No Investment Strategy Destroying Your Retirement Portfolio?

Bad advice and no investment strategy will have devastating effects on your portfolio. If you are self-managing, you MUST make time to perform in-depth research daily. Most people don’t have the time to do that which makes it even more difficult for another very important aspect of your portfolio; making changes, as needed, in a timely manner. Having an active and competent money manager is the best way to get that. Brokerage firms are notorious for utilizing asset allocation and set-it-and-forget-it tactics that can be detrimental to your portfolio.

If you are tired of the bad advice and would like to work with a firm with the honesty, integrity, and competence to manage your wealth properly, give us a call today.


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