Who Are You Listening To? Evaluating Financial Advisors and Their Portfolios

Have you ever wondered if your Financial Consultant or Investment Advisor is truly working in your best interest? In this insightful video, Stephen Hammond from Christian Values Investing delves into the portfolios of clients who have transitioned from broker dealers to Christian Values. We analyze three mutual fund portfolios to uncover whether these advisors were genuinely adding value or simply falling short. Discover the critical elements you should look for in a portfolio and learn to question if your advisor is as competent as they claim. Stay tuned as we break down these portfolios and provide you with the knowledge to make informed decisions about your investments. Don’t forget to like, subscribe, and hit the notification bell for more valuable insights!


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