There is more art than science to this. Here are some questions that
1) Is your portfolio making acceptable progress toward the goal(s) you and your adviser agreed
on? (These would be your goals, not
some arbitrary market index as a benchmark.)
2) If not, are there good reasons for that?
3) Has your adviser given you any report that summarizes
the analytics of your portfolio? (expenses, asset allocation, likely
fluctuation range, etc.)
Also, your question focused on investing. If you’re working with a
genuine financial planner, then they presumably would be bringing more to the
table than just investing: investment, retirement, tax, estate, risk management
through insurance, cash flow & debt management, and so on.
Many advisers offer a complimentary “second opinion” on an investor’s
portfolio to see if there are any significant improvements that can be made.
Feel free to click my website link below and then the button “Does My Portfolio Fit Me?” if you’d like
to explore that.
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