I often find that many investors do not know the answers to many of these important questions. Here is your guide to understanding your investments; What are the overall objectives of the portfolios? What fees are you paying? How are
When I work with clients, whether new clients or existing ones, I often say there is wealth and investment management for the classroom, and wealth and investment management for the “real world”. When discussing this, I always show the following
Joseph A. Carbone, Jr., is a wealth advisor with Focus Planning Group. Joseph holds a bachelor’s degree in finance from Dowling College and obtained the Certified Financial Planner™, Accredited Investment Fiduciary®, and Accredited Asset Management Specialist℠ Designations.