You’re 65. You’ve got a two million dollar portfolio. You don’t want to manage your investments anymore. But you can’t find an investment advisor that clicks with you. Most of all you don’t want to run into a Bernie Madoff type.
That’s the predicament for a viewer who asked a question during our recent Money Show. Watch and listen as John O’Connell and Som Seif give him some sound advice.
Part Three: How to Build a Portfolio