- Does your Advisor have a ‘get out’ strategy to take you to the sidelines when markets are risky?
- Can your Advisor clearly articulate his/her buy and sell rules, and can he/she demonstrate their effectiveness?
- Is your Advisor a Portfolio Manager? If not, how does he/she manage portfolios with ad-hoc positions?
- Does your Advisor have a process for taking advantage of global opportunities, or does he/she stay close to home?
- Is your Advisor aware of opportunities in commodities and international REITs via Exchange Traded Funds?
October 3, 2010