Financial Advice

[audiav]

I see two financial advisers once a year as a "sanity check" to do a review of the portfolio in terms of portfolio structure and portfolio asset allocation. We review this stuff at both the strategic and tactical levels.

Each has their own skill set and their own combination of strengths and weaknesses, and I regard them as being complementary. I pay them for their time - they're not managing my portfolio for me.
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That is a fantastic idea. I had never considered that strategy. Do you go armed with data showing what has happened?