CPA Archives - munKNEE.com
Sunday , 17 January 2021

Tag Archives: CPA

6 Warning Signs You Should Fire Your Financial Advisor (+3K Views)

Investors should take a long hard look at their broker/financial advisor/planner and rethink what they expect of him/her while at the same time empowering themselves to take control of their own situations. This article identifies several warning signs that it may be time to cut ties with your current broker. Words: 721

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15 Criteria for Choosing the Ideal Investment Advisor (+3K Views)

An investment advisor friend of mine recently asked me to summarize for him the criteria I would use if I were looking to identify an investment advisor to work with and I came up with 15 characteristics I would look for in what for me would be an 'ideal investment advisor' which I would like to share with you. Words: 679

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