Regency Wealth Management

Tim Parker Quoted in MarketWatch

How to figure out if the financial adviser is doing a good job

Tim Parker, certified financial planner at Regency Wealth Management says, “The manager shouldn’t be measured by the income generated if it’s a growth portfolio, rather by total return and versus benchmarks,” adding that “it’s a good idea to discuss your concerns with the adviser to learn more about the thoughts behind the way the portfolio was constructed.”

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