NSSC Blog: Before You Invest

Question of the Week: How often should I meet with my adviser?

There is no one answer to that question. Some investors meet with their adviser only once per year, while others may meet with their adviser more frequently. How often you meet with your adviser may change throughout your lifetime due to many factors including market volatility, or a major life change such as a having a child, purchasing a home, losing your job, or retirement.