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 blend when that same money could be in small-cap value funds? Under what conditions would you include cryptocurrency in a portfolio? Why don’t you include energy funds in your portfolio? Paul mentions the list of Washington State hourly advisors- Lisa Weil [email protected] Tom Nowak [email protected] Tim Massie [email protected] Katy Cook [email protected] Trish Howe [email protected] Get your free copy of We’re Talking Millions at: https://paulmerriman.com/signup