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Latest / The Investor Coaching Show with Paul Winkler

Does Your Adviser Believe It’s Their Job To Market Time for You?

Does your adviser believe that it’s their job to make sure you’re in the “right” part of the market at the right time? Today, Paul and Jim talk about why it’s important to read through the ADV of your firm because it explains what your adviser believes their job actually is and how they will manage your money. Find someone who will not market time with your money under the code words of “tactical asset allocation” and “fundamental analysis,” because research shows there is no compelling evidence that any of these strategies work better than staying invested. Want to cut through the myths…

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