It is challenging to find the right investment manager. At a minimum, you want someone who is knowledgeable, ethical and takes the time to understand your goals and present situation. Last week’s post on Greg Smith’s resignation from Goldman Sachs outlined some of the pitfalls you may experience with the wrong firm.
While there is more to life than money, having enough of it when you need it most is extremely important.
The end goal of finding the right investment manager isn’t (or at least shouldn’t be) merely to amass piles of money. It’s to form and adhere to a …Read More