As an advisor pre/post- the 2008 financial crisis and throughout subsequent periods of market volatility (such as 1994, wars, terrorist events, Brexit, you name it), when working with a new client I am regularly surprised by how often they do not have a handle on what is in their portfolio and/or purposes of an asset […]
source https://thebtrader.com/2019/11/17/know-what-you-own-and-what-is-a-bad-financial-product/?utm_source=rss&utm_medium=rss&utm_campaign=know-what-you-own-and-what-is-a-bad-financial-product
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