Adviser Fees And Their Effect On Your Returns
Choosing the right financial adviser can be fraught with unknowns. From understanding the alphabet soup of credentials to making sense of complicated financial jargon, some of the smartest people I know struggle to choose the right adviser for their needs. Q4 2020 hedge fund letters, conferences and more Mandy is an engineer in her mid-fifties who worked at a small manufacturing company. She has an IRA left over from a corporate job she had in her twenties and thirties, and a portfolio of index funds that has seen positive returns over time. Mandy often thinks her returns could be better, but ...