Important Questions to ask:
1. Can you read and understand your statements?
2. How much have you made or lost in the past 3, 5 and 10 years?
-Is that after all fees and contributions?
3. How much are you really paying in fees?
4. If you have an advisor, is she/he a fiduciary?
Contact us to review your portfolio allocation, fee structure and risk profile. We are happy to provide a free consultation.