Is Your Advisor Providing Clear and Helpful Advice?


A listener calls the show with a question about his asset allocation. He needs help selecting investments for growth and income. But he’shaving a hard time getting the advice he needs from advisors. Listen to Ric Edelman explain why some advisors fail to deliver clear advice and three easy steps you can follow to get the help you need.

Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

More Financial Planning Advice