I dabble a little in investments so I like to do most of the initial research on my own. I get that by studying the financial markets. Then when I meet with my advisor I feel like we can talk the same language and be somewhat on a level playing field.”
- Bill S., 59
San Diego, Calif.
CNBC. My husband and I have a handful of shows we watch on there on a nightly basis. We feel like it keeps us up on what’s going on and what we want to do with our money.
- Jane T., 71