After months of watching different college teams, listening to post-game recaps, and shocking injuries we are now in the middle of March Madness.  People all over the country, young and old, have researched and formulated an NCAA bracket that they think will best replicate the games to follow. However, at the end of all of this, all you have left to do is watch the games and hope your team didn’t lose in the first round and ruin your bracket.

The hopeless faith of watching March Madness, however, does not have to be like finding a Financial Advisor and watching your money being managed.  The difference between March Madness and Financial Advisors is that if you do quality research, you do not have to cross your fingers for a last-second three-pointer to fall but can rather sit back and watch with trust and confidence.  However, just like when filling out a March Madness bracket, there are some steps you can take to reduce your risk of having an upset.

First, you can eliminate a non-fiduciary advisor.  A fiduciary advisor always places the interest of the client above any personal interest.  Next, meet with your financial advisor and their team to see if it is a good fit and the authenticity of the team and their certifications.  Lastly, learn how the financial advisor can best serve you!

Duncan Williams Asset Management

Author: David Scully

You are now leaving the website of Duncan Williams Asset Management (“DWAM”) and will be entering the website for Institutional Intelligent Portfolios™, an automated investment management service sponsored by Schwab Performance Technologies (“SPT”) and available to you exclusively through DWAM.  DWAM is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab.  Schwab has no responsibility for the content of DWAM’s website.  This link to the Institutional Intelligent Portfolio website should not be considered to be either a recommendation by SPT or a solicitation of any offer to purchase or sell any security.

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