It is very important to take notes when talking with any financial representative regarding your bank accounts, investment accounts, insurance policies, etc. I suggest that you keep a record log to capture the date, time, representative’s name, reason for call, result of call, and confirmation/reference number anytime you talk with a financial representative regarding your accounts. This helps to make sure that you have adequate notes in case you ever have to go back and refer to the conversation for further follow-up.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. This post was contributed by Brittney Castro, CFP® professional and creator of www.FinanciallyWiseWomen.com. Brittney Castro is not affiliated with Theeverygirl.com. Brittney A. Castro is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. California Insurance License #0F33895