O'Reilly logo

Financial Fitness Forever by Richard Buck, Paul Merriman

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

APPENDIX IHiring an Investment Advisor

One of the smartest things investors can do is hire the right professional help to get them on track and keep them there. In this appendix, I tell why that matters and how to find good help.

Throughout this book I have mentioned the benefits of getting professional help with your investments. I am biased on this point by the fact that I founded an investment advisory firm, and you will have to consider that as you evaluate what you read here.

If you absorb what’s in this book and apply it as I have suggested in Chapter 10, “Twelve Numbers to Change Your Life,” then in theory you can do everything you need without professional help. However, I don’t do that, and I’d like to tell you why.

I know my way around ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required