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Is your Financial Advisor Trying to Dazzle You?

Is your Financial Advisor Trying to Dazzle You? Is it Helping You?

August 9, 2021

In our view, the asset management approach at SWA is appropriately simple whether someone is conservative, moderate, or aggressive. We feel far too often that RIAs, CFPs, or a Financial Advisors recommend too many holdings whether stock, bond, mutual funds, ETFs, alternative investments, etc. Why do they do this? I guess the argument that could…

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