Is Your Advisor One of the Best? February 2018 was a great time to judge

February 2018 was a bad month for the equity markets but it did give amazing insight.

If you were like many others invested with financial advisor you realized loses and your financial advisor probably came back to you and said, “Don’t worry, this is the time to add more to your portfolio – when the market is down 5%.”

Fast forward and this was not the case. For us at Moenio, we used the run up to February as an indicator. A gauge of a Financial Advisors true value to their clients.

The paper we share here was our thoughts in February. It has not changed.

February 2018 and Evaluating your Financial Advisor