A retiree seeks assurance that investment advisors can be trusted to manage her money

A retiree seeks assurance that investment advisors can be trusted to manage her money

What happens when someone with trust issues with advisors decides they need help with their investments? In some cases, they write to me to assure me that they will be supported by a counselor. Here’s the latest: Now that we are both retired, managing our funds is more complex, and although I need support, I …

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