A great financial advisor can keep you from getting caught up in the latest craze, but the wrong advisor will just get you hooked on the excitement. The problem is studies show advisors aren’t helping investors perform much better than investors going it alone. Paul and Anne talk about how you can check up on your advisor to see if they are making these mistakes with your money.
February 16, 2022
Preparing for retirement involves analyzing your assets, income, and expenses, but it also includes knowing your risks and knowing how to relax.
Advisory services offered through Paul Winkler, Inc., an SEC Registered Investment Advisor. Paul Winkler, Inc. does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. All information contained on the Paul Winkler, Inc. website, including information in our newsletters, as well as information posted on social media, is for general informational purposes only, and should not be considered an individualized recommendation or personalized investment advice. We do not intend for this website to be utilized by any persons who are covered under the GDPR.
