What should I invest in?

Today, I was speaking to an advisor I know about a client who was interviewing for a new advisor. The client asked another advisor what they would recommend for their portfolio. At first, maybe a simple question; however, when you put it in context, it’s not a very financially savvy one. This doesn’t mean it’s not important, it’s just that the key is to find an advisor who understands your philosophies and your goals first.

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