How often should an investments manager be in touch?

post Category: Uncategorized — admin @ 12:00 am — post Comments (1)
postAugust 13, 2008

I use a financial planner, and he manages my investments – $140,000 in stocks and mutual funds. Over the course of a year how often should he be in touch?

Once a month to go over your statement unless something new developes with your stocks

powered by Yahoo answers

« Rich Media Presentation
Rip2it Members Area Overview »

1 person has left a comment

#1

Once a month to go over your statement unless something new developes with your stocks
References :

chequemate wrote on February 6, 2008 - 10:41 am
You can leave a response, or trackback from your own site.

Write Your Comment

Comment Guidelines: Basic XHTML is allowed (a href, strong, em, code). All line breaks and paragraphs will be generated automatically.

You should have a name, right? 
Your email address, I promised I won't tell it to anyone. 
If you have a web site or blog, you can type the URL right here. 
This is where you type your comments. 
Remember my information for the next time I visit.