Chapter 16. The Investor’s Perception Is the True Reality

As we’ve been talking about your advisory relationship and the ways in which your financial advisor can help you achieve your goals, there’s a critical point to remember. When it comes down to it, the money is yours, and you’re in command. No matter what the choices are or what an advisor encourages you to do, as the investor you have the final say. Your perception is the true reality.

You might have conflicting feelings about being in charge of your money. There’s a part of this reality that may feel scary and out of control. Particularly if you’re not confident in your investment knowledge, you might think, “I don’t want to be in charge!” You might want someone with more expertise to ...

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