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Adams Financial Concepts

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  • The AFC Difference
  • Performance
  • Meet the Team
  • Radio Show
  • Blog
    • What’s so important about return on investment?
    • Should I be worried about current events when I invest?
    • How can I prepare for retirement?
    • How do I invest for the long term?
  • FAQ
  • Contact Us
  • The AFC Difference
  • Performance
  • Meet the Team
  • Radio Show
  • Blog
    • What’s so important about return on investment?
    • Should I be worried about current events when I invest?
    • How can I prepare for retirement?
    • How do I invest for the long term?
  • FAQ
  • Contact Us
  • Adams Financial Concepts,  Financial Planning,  Return on Investment,  The Investment Industry

    Good News – Bad News – Good News

    August 11, 2020 /

    This is a good news-bad news case study. I was a fairly new stock broker in 1987 (that is what they called us before we became “Financial Advisors”). I opened an account  or a retired postman who had his pension but had also saved $216,000 for retirement. The client decided to split his $216,000 between me and a broker at another major brokerage house. He had never married and had no children. In the months that followed, I would suggest each time we talked that he consolidate the monies with me. I am pretty certain the other broker was suggesting he be given the total as well. With little traction,…

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