By Katharine Earhart via Iris.xyz
Protecting Your Interest: Know What Questions to Ask Your Investment Manager
Imagine this: you’re scrolling through your email inbox and happen to see a message from your investment professional. They sent your periodic statement for your review. You open the attachment, peruse the investment performance, and decide it all looks fine. You delete the email and move on.
And then a small voice in the back of your mind nags at you: What if it isn’t all fine? How do I know my wealth advisor is truly looking out for my best interests? Will their investment strategy hold up over time? Will I have the funds required to address a major life event? And how would I know?
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