My lesson learned from Elders hybrids

Know what you’re getting into, know what your advisor knows, and what’s in it for them.

PORTFOLIO POINT: A small amount lost on Elders hybrids carries a valuable lesson. Know what you’re getting into, and make sure your advisor knows as well.

This week our family took a loss on a small hybrid investment and it made me recall the mistakes that led to that investment and the lessons I learned.

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