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Steps on how to choose a money manager

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You wouldn’t entrust your health to someone who didn’t have a good track record and the necessary credentials and experience. The same care with which you choose a health professional should also apply to another important area of your life: your investment portfolio.

If you’ve worked with a financial advisor, you know how helpful it is to have a professional looking out for your accounts and keeping you on the right track with your investments. 
Sometimes it’s also beneficial to enlist the services of other investment specialists as well. 

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