A year-end investment review with your financial advisor is an important part of the wealth management process. Not only does this annual practice allow you to assess the health of your finances and adjust your financial goals, it also plays a vital role in the management and protection of your wealth.
As part of this process, a best-in-class financial advisor should provide you with your true financial performance versus appropriate benchmarks, discuss the year’s achievements and challenges, and offer you a detailed overview and justification of all fees. He or she should also discuss with you any changes to your personal …read more
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