Awards & Recognition | Plancorp Financial Services

How to Evaluate Your Financial Advisor

Written by Plancorp Team | Mar 27, 2017 8:32:54 PM

Most people don’t know how to properly evaluate financial advice and overly rely on investment performance as the sole measurement of success. In this podcast with The Wall Street Journal, Plancorp’s Peter Lazaroff discusses how investors can use a portfolio-based benchmark and goals-based benchmark to measure their progress in a meaningful way.

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This article originally appeared on WSJ.com.