Video: 3 questions you should be asking your financial advisor right now

The last couple weeks have been challenging for all of us, and COVID-19 is disrupting our finances. The stock market is in bear territory, making it easier to make emotionally-based and potentially irrational investment decisions. I’ve lived through financial roller coaster rides, and anyone that’s seen my show MoneyTrack on PBS knows that the worst thing you can do is to make financial moves out of fear.

In this very short video I just made for you, I’m giving you the 3 most important questions to ask your financial advisor right now. The answers to these questions will help you move forward and hopefully add to your peace of mind.

If you don’t have a trusted fiduciary financial advisor, please know that you can reach me any time. I’m here to help.
 

 

 

Wealthramp is a personalized and unbiased financial referral service, connecting investors with advisors who follow the fiduciary standard and who best match an individual’s investing priorities. Wealthramp has developed the only fully vetted, independent fiduciary financial advisor network in the country. Now that the fiduciary rule is dead, Wealthramp evolved out of a passion for consumer advocacy, Wealthramp engages with only premier fiduciaries who work solely in the interests of our clients.