When Your Survival Guy has questions about guns, sailing, fishing, wine, golf, and flying private, I have a list of experts on each topic whom I can and do get in touch with. And when my contacts like you have questions about Fidelity Investments, Richard C. Young, and Your Retirement Life, to name a few, I know you have a short list of “who ya gonna call.”
When speaking with a prospective client last week, he said one of the draws to a bigger firm, unlike a boutique like us, is their thousands of analysts. To me, that muddies the water. How will they know you? Your contact may be some guy at the firm, but does he do a good job explaining to the “thousands” what you want?
With so many financial types out there, begin your search by finding a fiduciary, and for my money, go with a family-run business that isn’t too big for you.
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- “Five Decades Later Writing to You from Old Town, Key West”-Dick Young
- Richard Young Reports: 50+ Years with Fidelity and Wellington
Action Line: When you want to talk about your portfolio, email me at ejsmith@yoursurvivalguy.com. And click here to subscribe to my free monthly Survive & Thrive letter.
Originally posted on Your Survival Guy.
