Questions to Ask Your Financial Advisor About Your Portfolio [Video]

Essential Questions to Ask Your Financial Advisor About Your Portfolio and During Annual Reviews

When it comes to managing your finances, staying informed and engaged is crucial. Regularly discussing your investment strategy and financial plans with your advisor can help you navigate changes and ensure you’re on track to meet your goals. Knowing the right questions to ask can make these conversations more productive. This article will guide you on the key questions to ask your financial advisor about your portfolio and during annual reviews, helping you gain clarity and confidence in your financial future.

1. Questions to Ask Your Financial Advisor About Your Portfolio

Your investment portfolio is the backbone of your financial plan. It’s essential to understand how it is structured, why certain decisions have been made, and what you can expect. Here are some vital questions to ask your financial advisor about your portfolio:

1. How is my portfolio performing?Start by asking …