U.S. News & World Report: Don’t Hide These Issues From Your Advisor

Reporter: Louis Carlozo

Publication: U.S. News & World Report


Deadline: May 4, 2017 6:00 pm

Lou Carlozo, an investment contributor for U.S. News and World Report, is working on a story about the crucial things that clients shouldn’t hide from financial advisors (FA). These could be certain financial characteristics, recent big financial mistakes, dissatisfaction with the relationship or anything that might cause lots of trouble down the road. We’re asking for your replies *via email* by 6 p.m. Central on Thursday, May 4. Simply share a bullet point or several concentrating on the things investors should not hide from FAs, and why each one is important. Longer replies are better than shorter ones; ideally, about a full paragraph per bullet point. Finally: Your advice for readers and/or stats to back up your views are especially welcome. Please put *investor issues* in the subject line, all caps and include the title of the person commenting and where they are based. Thanks in advance for your help! This article is scheduled to run Tuesday, May 9. Lou Carlozo is the managing editor for the Bank Administration Institute, based in Chicago.

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