GIỚI THIỆU VỀ TẬP NÀY
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
Tiếng Anh
Hoa Kỳ
BẢN CHÉP ÂM THANH 🔗
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Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Paul Merriman, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.
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