Are you simply asking the WRONG QUESTION?!?
YOUR GOALS ARE SIMPLE: to be an intelligent investor and thereby enjoy the success of wise investing, maximizing returns, minimizing Risk, Expenses, and Taxes!
YOUR ADVISOR’S GOALS ARE ALSO SIMPLE: To get hired and charge fees (and sometimes commission) from your account for as long as they possibly can.
To YOU, SUCCESS is measured by the increase/decrease in your NET WORTH.
To YOUR ADVISOR, SUCCESS is measured by continuing to COLLECT FEES.
Those two objectives are NOT ALIGNED!
Since you know understand that your goals do not match your advisor’s goals, you should simply ask 2 questions:
Question 1: Does your advisor build a portfolio JUST FOR YOU? (IF NOT, WHY HIRE THEM? we explain below)
Meaning, are ALL BUY/SELL recommendation decided for YOUR BENEFIT ONLY? If I hear one more talking head says “we didn’t sell stock XX when it was 40% higher because “we” had an imbedded capital gain we didn’t want to pay”! HUH??? They’re CHARGING FEES on your PRE TAX values AND …. YOU STILL OWE TAXES just on a smaller amount. YOU LOSE BOTH WAYS, but your “advisor” is VERY HAPPY. MOST ADVISORS use the “One Size Fits All” for their client base. They are collecting fees, pushing the same stuff to everyone, while they’re out gathering new client assets to increase their revenues/income. Can’t blame them, That’s The Wall Street Game.
Question 2: Does your “advisor” use disclaimers like: “PAST PERFORMANCE IN NO INDICATION OF FUTURE PERFORMANCE”
OF COURSE THEY DO!! (The real question if how stupid do they think you really are? we explain below)
They publish that disclaimer on every document you see AND THEN …. THEY HAVE THE NERVE TO PRESENT THE PAST PERFORMANCE OF THEIR RECOMMENDATIONS to you.
Does ANYONE ask, “Why are you showing me that info if your documentation says its worthless?
How can THIS be the way people do business in 2024? Why do people put up with it?
BECAUSE EVERY TALKING “WALL STREET” HEAD and/or ADVISOR ONLY KNOW ONE WAY TO DO THINGS!
IT IS 2024 AND THE WORLD IS NOT FLAT! NO MATTER HOW LOUDLY EVERY TALKING HEAD SAYS IT IS!
Stop LOOKING BACKWARD (remember: “PAST PERFORMANCE IN NO INDICATION OF FUTURE PERFORMANCE”) and START LOOKING FORWARD like SMART STRUCTURED INVESTORS!
At SSIM we’ll show you how to build a GUARANTEED SUCCESSFUL PORTFOLIO.
YES - MONEY BACK GUARANTEED!
MORE IMPORTANT: We PROVE OUR GUARANTEED SOLUTION in less than 10 minutes (some people get it in 2)
AND — WE HAVE NEVER HAD TO REFUND A SUBSCRIPTION YET!
Our Smart Structure Solution will FOREVER change how you view and implement investing!
YOU will clearly understand just how BADLY Wall Street is misinforming their clients!
ASK US HOW WE DO IT? WE’RE CHANGING THE GAME ONE SUBSCRIBER AT A TIME.