Everyone arrives at a meeting/conversation with their own baggage packed with beliefs, biases, and experiences. Wouldn’t it be great if cartoon thought bubbles appeared to help us decipher what someone was thinking? Unfortunately (or perhaps fortunately?) that doesn’t happen and so it’s important to share what’s in your “carry on baggage” to help financial advisors and other professionals custom-tailor their services to you.
This information is provided for general educational purposes and is not intended to offer specific advice to any individual.
Seek professional advice before taking any action in regard to your portfolio.