Congratulations, you hired a financial advisor! But how do you know if your advisor is helping you to reach your financial goals or missing the mark? In this episode, Host, Ron DeLegge, Chief Portfolio Strategist @ ETFguide talks with Ron Surz, President @ PPCA, Inc. about the yardsticks that individual investors should be using to judge the advice and cost of their financial advisor, money manager, or investment broker.
Take Ron’s Portfolio Report Card challenge and if you score an “A” you win $100! Go to PortfoliReportCard.com