Six Questions to Ask a Financial Adviser About Fees
One factor that is sometimes overlooked is the need to have a steady hand steering a portfolio through choppy waters, says Mark Schoenbeck, a senior executive at Kestra Financial, in Austin, Texas, which provides services to independent advisers. "Left to their own devices, some investors will abandon their plan when markets get volatile," he says. "An adviser can remove the emotion and help prevent investors from making mistakes.
The Wall Street Journal Online, March 28, 2018