Questions to Ask Your Financial Advisor
You should always be able to ask as many questions as you’d like when working with your financial advisor. So, before your annual review, think carefully about what you’d like to ask. Here are a few suggestions:
First, ask if your goals are still realistic. For example, are you still on track toward retiring at a particular age? If not, you may need to adjust your investment strategy.
Also, if you find yourself feeling nervous or uncomfortable about your investment results, you might want to ask if your investment mix is still appropriate for your risk tolerance. Maybe it’s time to rebalance your portfolio.
Here’s another possible question: Ask if changes in your life — such as marriage, remarriage, loss of a spouse, new children or grandchildren — will affect the way you invest or the goals you’ve set.
Finally, ask how you should respond to external changes such as higher interest rates, stock market fluctuations or changes in tax laws.
A financial professional can provide you with valuable guidance so take advantage of it by asking the right questions.
Matthew Besier, your Edward Jones financial advisor
At 179 East Beck Street
This article was written by Edward Joes for use by Matthew Besier your local Edward Jones Financial Advisor
Member SPIC
https://www.LinkedIn/In/MatthewBesier-AAMS
