After recent market turmoil, a few readers have asked how to find an investment adviser who can help plan a portfolio that meets expectations even in difficult markets. However, some are also wondering if this is the right time to make a change. One reader put it this way: “I am hesitating pulling the trigger [to change advisers] due to the current market turbulence.”
While timing is never perfect, the reasons for wanting to make a change become clear during difficult market periods. That is to say, during volatile markets, your investment adviser’s way of managing the relationship with you might raise red flags.