October 27, 2021

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Beauty Made Perfect

When to Use a Model Portfolio

By Keith Whitcomb, RMA

While recently attending a virtual conference, I was surprised to hear one of the speakers talk about the advisor he used for his personal portfolio. Why surprise? Because he was an advisor! Based on his comments, it sounded like he found value in having a second set of eyes looking at his investments. So even if you are comfortable with investing, you may still want to seek out some supplemental professional guidance. And what should you look for? Well, it may make sense for you to find an advisor who is part of a growing trend that incorporates model portfolios into the financial planning process.