One in four investors with a financial plan is unhappy with their advisor right now. Most can’t name exactly why. In this episode, Mike Adams of Adams Financial Concepts breaks down what the typical retirement portfolio is actually built from, why the current disruption in global energy markets could expose structural weaknesses most plans were never designed for, and what the period from 1966 to 1992 reveals about the environment we may be entering. If your advisor’s performance charts start in 1982, there’s a chapter of history they haven’t shown you. And that chapter may be the most important one.
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