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-

• Lisa Weil [email protected])

• Tom Nowak [email protected] )

• Tim Massie [email protected])

• Katy Cook [email protected])

• Trish Howe [email protected])

Get your free copy of *We’re Talking Millions *at: https://paulmerriman.com/signup)