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Financial advisors must make investment decisions for their clients based on whatever information is available at that moment, not unlike the physician who must make a diagnosis with limited information about his patient’s condition.

  • March 11, 2011 August 21, 2018
  • 13:17

Financial advisors must make investment decisions for their clients based on whatever information is available at that moment, not unlike the physician who must make a diagnosis with limited information about his patient’s condition. The best advisors ask lots of questions and keep copious notes. Most advisors rely on the standard financial planning dictum of […]

  • February 1, 2011 August 21, 2018
  • 00:00