Paul begins this Q&A session with the true story of helping a young relative open an investment account. The good news is a young investor got started but, with the misguided “help" of a Fidelity rep, he made a $250,000 mistake. Learn what happened.

Questions:

• Where can I find an advisor who will work for me virtually?
  
  


• What are your recommendations as we are going into a severe correction?
  
  


• Will you be providing Vanguard recommendations for the Sound Investing Portfolios, including the Worldwide 4-Fund Portfolio?
  
  


• Do you recommend working with Merriman Wealth Management?
  
  


• Why include small-cap blend when that same money could be in small-cap value funds?
  
  


• Under what conditions would you include cryptocurrency in a portfolio?
  
  


• Why don’t you include energy funds in your portfolio?

Paul mentions the list of Washington State hourly advisors-

1. Lisa Weil lisa@claritynorthwest.com


2. Tom Nowak info@quantumfinancialplanning.com 


3. Tim Massie tim@timepiecefp.com


4. Katy Cook katy@abacusfinplan.com


5. Trish Howe trish@howefinancialadvisory.com

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