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Questions Great Financial Advisors Ask... and Investors Need to Know
Questions Great Financial Advisors Ask and Investors Need to Know
Author: Alan Parisse, David Richman
A financial advisor recounts an interview with a recently retired physician who planned an enjoyable—and costly—retirement. The doctor wanted his entire portfolio in bonds, which was far too conservative to maintain the lifestyle he and his wife had planned. In the advisor’s words:"This fellow was a bit of a know-it-all, and I ...  more »
ISBN-13: 9781419526800
ISBN-10: 1419526804
Publication Date: 6/1/2006
Pages: 184
Rating:
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Publisher: Kaplan Business
Book Type: Hardcover
Other Versions: Paperback
Members Wishing: 5
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