Financial Library

There is often a sense of nervousness when you go to your first meeting with a new financial planner or advisor. How should you approach the meeting? What and how much should you tell them? What results do you expect from the meeting and from any future interactions?

Generally speaking, there are two approaches that can be taken when dealing with a new advisor. The first approach is to have the advisor review everything in the hopes that he/she will tell you that everything is going to be alright with some modest adjustments.

The August correction in the Chinese stock market led to a lot of "how terrible" news coverage and speculation as to whether or not this signaled the end of the China growth story and how it would impact the US and global economies.