What to Ask Your Financial Planner in this Turbulent Market - Bloomfield Hills - Oakland Co - Macomb Co
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What to Ask Your Financial Planner in this Turbulent Market

November 11, 2008

Filed under: Uncategorized — Christopher J. Berry | Estate & Elder Law Attorney @ 3:42 pm

Wathcing the news today and they quoted a Kiplingers article that offered some questions to ask your financial planner during these turbulent times. Those questions were:

  • How have your investments performed?
  • How do your investments meet time horizons?
  • What adjustments have been made due to the turbulent economy?
  • How and when will the planner provided feedback and updates?

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