Summary | Financial advisers routinely ask clients about their
long-term goals before crafting an investment plan for them.
Cincinatti-based adviser Mark Matson also asks them to describe
their own history of investing, to identify "patterns of
behavior, both good and bad." This review not only helps the
adviser know his clients' tendencies, but also allows clients ...
long-term goals before crafting an investment plan for them.
Cincinatti-based adviser Mark Matson also asks them to describe
their own history of investing, to identify "patterns of
behavior, both good and bad." This review not only helps the
adviser know his clients' tendencies, but also allows clients ...
blogs.wsj.com | 28 May 2015