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Reply to "How do you know if a CFP’s portfolio recommendations are good?"
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[quote=Anonymous][quote=Anonymous]Actually [b]it's not literally their job to compare their returns to a fund in your employer-sponsored plans.[/b] The CFP is within his rights to refuse to engage in a performance derby. If you're not happy with his service and long-term results, then transfer your accounts elsewhere. A CFP's role encompasses more than just portfolio management. [b]He's (hopefully) doing retirement savings analyses, determining what you'll be able to spend in retirement, and aligning your portfolio with your goals.[/b] He also acts as a behavioral counselor, saving you from making emotional decisions during periods of volatility. It should tell you something that not one, but two financial professionals declined your request.[/quote] Pretty tough to reconcile the bolded, PP. [/quote]
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