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Ask An Adviser

My adviser made poor stock choices. What should I do? Add to ...

Dear Nancy,

I've been thinking about managing my own money lately. I chose a financial adviser last year, after being involved with mutual funds for the previous 20 years. I thought I could make more money with someone keeping an eye on the markets everyday, but was not satisfied.

He didn't outperform my mutual funds that I own with RBC (O'Shaughnessy funds), and he made some poor choices for stocks.

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