cover of episode 11/7/24:  What if Something Goes Wrong with Your Advisor Relationship?

11/7/24: What if Something Goes Wrong with Your Advisor Relationship?

2024/11/7
logo of podcast THE TRUTH ABOUT YOUR FUTURE with Ric Edelman

THE TRUTH ABOUT YOUR FUTURE with Ric Edelman

Frequently requested episodes will be transcribed first

Shownotes Transcript

Ric discusses three topics that both investors and advisors need to understand: The importance of E&O insurance if something goes wrong...The Invesco S&P 500® Quality ETF (SPHQ))...and Defining Comprehensive Financial Planning.

#Invesco #SPHQ #Top100Stocks #SP500 #QualityStocks #IRAInvesting #FinancialAdvisor #PortfolioStrategy #InvestmentOptions #SmartInvesting #ETFs #MarketCap #InvestmentSwitch #ETFInvesting #RiskManagement #ComprehensivePlanning #FinancialGoals


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Links from today’s show:  

Invesco S&P 500® Quality ETF (SPHQ): https://www.invesco.com/us/financial-products/etfs/product-detail?audienceType=Investor&productId=ETF-SPHQ)

9/6/24 Podcast - These Two ETFs Give You Unique Exposure to the S&P 500 and Nasdaq 100  https://www.thetayf.com/blogs/this-weeks-stories/these-two-etfs-give-you-unique-exposure-to-the-s-p-500-and-nasdaq-100?)

11/13 Webinar - An Innovative Way to Generate Income in a World of Declining Rates: https://www.thetayf.com/pages/november-13-2024-an-innovative-way-to-generate-income)

Certified in Blockchain and Digital Assets: https://dacfp.com/certification/)

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LinkedIn: https://www.linkedin.com/in/ricedelman/)

X: https://twitter.com/ricedelman)

YouTube: https://www.youtube.com/@RicEdelman)

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Brought to you by:  

Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.html)

State Street Global Advisors: https://www.ssga.com/us/en/intermediary/etfs/capabilities/spdr-core-equity-etfs/spy-sp-500/cornerstones)

Schwab: https://www.schwab.com/)

TAYF Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee)