WSJ Journal Report

How to Evaluate Your Financial Adviser

Episode Summary

Investors should build both a portfolio-based benchmark and goals-based benchmark to measure their progress, says Wall Street Journal Wealth Expert Peter Lazaroff. He joins us from his office in Saint Louis.

Episode Notes

Investors should build both a portfolio-based benchmark and goals-based benchmark to measure their progress, says Wall Street Journal Wealth Expert Peter Lazaroff. He joins us from his office in Saint Louis.