Yahoo! Finance: 8 Things Not to Hide from Your Investment Professional


Author: Greg Wells

In order to deliver appropriate financial advice, it’s so important that clients trust me enough to talk about all aspects of their finances.

Lou Carlozo of Yahoo! Finance and US News and World Report asked me a few questions about what clients sometimes hide from advisors, and quotes me in his article, “8 Things Not to Hide from Your Investment Professional.” I suggest you read it.

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