I have done a lot of portfolio reviews over the past five years. I love doing these reviews, mostly because the client usually learns a lot, and also because get to see how financial advisors are investing their clients’ money. When I first started these reviews, I was optimistic: financial advisors are people too, and since I have trust in people, I expected to see portfolios t...
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Site title: Clarity Personal Finance | Anita Bruinsma | Financial Coaching