“Our advisor does a quarterly review of our assets. I used to feel like meeting that often was too much, but with the way the market is right now, I’m almost wondering if it’s enough.”
– Jan R., 70, New York, N.Y.
“My advisor is very detailed-oriented. He has a monthly newsletter that he sends out to keep clients up to date on the markets and the various investment options out there.”
– Bill J., 61, Boston, Mass.