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What Questions Should Investors Ask Financial Advisors Now?

May 2, 2020

From the U.S. News & World Report website

An old investing adage says, “Don’t confuse brains with a bull market.”

With equities in a bear market and even some higher-risk bonds losing money, investors who might have felt fine using a digital investment platform might want to seek professional advice. If you already use a financial advisor, take time to review your financial plan to see how it’s holding up during this volatile time.

Directing your questions to a financial advisor not only gives a professional the chance to explain why your financial plan is in place, but also gives you as the investor a chance to adjust your strategy as circumstances change.

Here are five important questions to ask a financial advisor today:

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