Should I include cryptocurrency in my portfolio? And other questions.
Paul begins this Q&A session with the true story of helping a young relative open an investment account. The good news is a young investor got started but, with the misguided “help" of a Fidelity rep, he made a $250,000 mistake. Learn what happened.
Questions:
Where can I find an advisor who will work for me virtually?
What are your recommendations as we are going into a severe correction?
Will you be providing Vanguard recommendations for the Sound Investing Portfolios, including the Worldwide 4-Fund Portfolio?
Do you recommend working with Merriman Wealth Management?
Why include small-cap…
The skinny
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