I posted 12 ideas to help investors evaluate their financial advisers and partner with them. Below is a recap.

1.      Check Out Your Adviser on the SEC’s Website
https://lnkd.in/gYimSr8c

2.      A Dozen Ways a Good Adviser Can Add Value for You
https://lnkd.in/gm6ywxwA

3.      Make Sure the Adviser Can Generate a Higher Return than You Can on Your Own
https://lnkd.in/gbhD_M2D

4.      Focus on These Important Topics in the Meeting with the Adviser
https://lnkd.in/gGbMcmj9

5.      Understand What Your Adviser is Disclosing to You
https://lnkd.in/gKPDPbr7

6.      Good Advisers Act in the Best Interest of Clients
https://lnkd.in/gTst_mEA

7.      Good Advisers Have Both Competency AND Empathy
https://lnkd.in/gNHTbjSr

8.      Don’t Leave Money on the Table
https://lnkd.in/g-kG3v_f

9.      Mitigate Your Taxes
https://lnkd.in/gDyJ-E8Y

10.  Protect Your Assets from Modern Day Robbers aka Hackers
https://lnkd.in/g7DFRW6s

11.  Appreciate the “Total Cost” of Managing Your Portfolio
https://lnkd.in/gbpTjgtH

12.  Find the Right Adviser for the Right Time in Your Life
https://lnkd.in/gdvRqVtj