Similar Stories to Do You Need A Second Opinion On Your Portfolio? Probably. on Bing News

Advisor Voices, NerdWallet.com
Mon, 10/05/2015 - 7:53am

By Michael Chamberlain, CFP, AIF Learn more about Michael on NerdWallet’s Ask an Advisor “Do I need a second opinion on my investments?” This is a simple question, and for most investors, the answer is yes. Most investors don’t completely understand their holdings, because most advisors aren’t providing their clients the information they need to understand what they own.

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