What’s Your Investing Time Frame?
A great adviser will spend time getting to know you before they give advice or make recommendations. During this process, they are trained to ask three important questions: 1. What is your investment objective? 2. What is your risk tolerance? and 3. What is your time frame?
An experienced adviser will often ask these in the course of conversation, and in more than one way, because their experience has shown that some clients aren’t great at self-assessing. Also, getting clarity on these important points will lead to
