Do you have REAL financial reviews with your advisor... or annual defense reviews?

Updated: Oct 15, 2020



This isn't such an issue lately. The United States has had a fantastic and longest running BULL market since 2009. However, not everything is rosy all the time, right? What goes up... must come down (sometime). Most annual reviews with financial advisors are often "Economic Weather Reports" (and probably just as accurate? Well, that's not fair - weather reports are quite accurate these days).


But that image above has a lot of truth in it: "The science of explaining tomorrow why the predictions you made yesterday didn't come true today."