Paul begins this Q&A session with the true story of helping a young relative open an investment account. The good news is a young investor got started but, with the misguided “help" of a Fidelity rep, he made a $250,000 mistake. Learn what happened.
Questions:
- Where can I find an advisor who will work for me virtually?
- What are your recommendations as we are going into a severe correction?
- Will you be providing Vanguard recommendations for the Sound Investing Portfolios, including the Worldwide 4-Fund Portfolio?
- Do you recommend working with Merriman Wealth Management?
- Why include small-cap blend when that same money could be in small-cap value funds?
- Under what conditions would you include cryptocurrency in a portfolio?
- Why don’t you include energy funds in your portfolio?
Paul mentions the list of Washington State hourly advisors-
- Lisa Weil lisa@claritynorthwest.com
- Tom Nowak info@quantumfinancialplanning.com
- Tim Massie tim@timepiecefp.com
- Katy Cook katy@abacusfinplan.com
- Trish Howe trish@howefinancialadvisory.com
