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How old should my portfolio manager Be?
While we do not doubt that a young advisor can be intelligent and helpful, there is really no substitution for experience and tenure.
Generally speaking, it’s a good idea to choose a manager who has experienced various market cycles. Younger advisors who have never helped their clients through a recession may not be as humble, prudent, or knowledgeable as ones who have.
If you can find an advisor with over 10 years of experience, we would recommend that over an advisor with only 3, all other things being equal. There are advisors and wealth managers with only a few years under their belts but who have learned a lot in a short time.
They may be more likely to take good care of you and your investments as they seek to build their clientele, especially if your portfolio is not yet large enough to catch the full attention of a more established planner.
What is a Good Financial Advisor?
Do I Need a more Specialized Financial Advisor?
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What are the Contribution Deadlines for My SEP IRA?
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What is a 457 Plan?
A 457 is a deferred compensation arrangement that is available to some government employers and non-profit organizations
What is Mortgage Insurance?
Mortgage insurance may refer to a few kinds of insurance that protects the lender in a mortgage loan
What is Accommodative Monetary Policy?
Accommodative monetary policy is when a central bank makes it easier for banks and consumers to borrow money
Who are Chartists?
Chartists are theorists who attempt to find parameters and algorithms that can offer efficient trading signals and profits
What are currency futures?
Currency futures are derivative contracts that trade on regulated exchanges around the world
What Does Maintenance Margin Mean?
A maintenance margin is the minimum amount of equity an investor must keep in a brokerage account to cover margin balances
What does it mean to 'exercise an option?'
An options contract starts when the option is exercised, meaning that the option or buy or sell the security is utilized
How often do I check the performance of my portfolio?
Generally speaking, if your portfolio is run by professional investment managers, you should check the performance...