Yes, even financial advisers have to adjust to our divided nation. A survey commissioned by Hartford Funds reveals that nine out of ten investors under age 45 want their advisers to share their political views.
Fortunately, older investors are somewhat more tolerant.
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3 comments:
How does one learn the political views of one's financial advisor?
What is the difference between a red and blue investment strategy? Do only the blues follow the ESG mantra?
My broker told me a mild joke that signaled he is likely center-right. I probably made earlier comments to him signaling my rightward leanings, making it safe to tell the joke. I would expect most advisors to be smart enough to avoid politics completely.
Surely most ESGs are blue, and most fans of fossils fuels are probably red. investors with high-turnover portfolios also may tend to be red, but that’s a Trumpish guess, based on no evidence whatsoever.
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