GINGER'S LIBERTY LOUNGE ROOM
💢 I've taught for years that Wealth Management teams who work for a bank are beholden to do that which is in the best interest of the bank - not you, the customer. Of course they want you to make money, because the investments you do well with will indeed make them money. But their main goal and focus has to be to best protect their employer's business needs
Not yours, primarily. Keep this in mind.
Here's a resource for you to learn how to find independent wealth managers.
https://www.napfa.org/