What Is Your Catch 22 Question To Ask Your Financial Advisor? | Making Sense

Ed Butowsky, top wealth manager in Dallas and managing partner of Chapwood Investment, LLC, discusses how to evaluate your financial advisor with a single question that will determine their competency with your portfolio - it's the catch 22 question.


For over 25 years, Ed Butowsky and the Chapwood Investments team have helped high net-worth clients by bringing clarity and understanding to their portfolios by targeting specific rates of return to meet their long-term needs. Chapwood Investments was formed for one simple reason: To help clients understand and give perspective and knowledge of what they already have in their portfolios.

Most clients have no idea what it is that they own and what they should expect from what they own. So, Chapwood Investments was built to give people that knowledge. For more information, visit http://www.chapwoodinvestments.com.


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Please consider adding my book, Wealth Mismanagement, to your collection. It is available on Amazon and Barnes & Noble. Visit http://www.wealthmismanagement.com for more information.


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Chapwood Investments, LLC is a Federally Registered Investment Advisory Firm. No mention of a particular security, index, derivative or other instruments in this webcast or video constitutes an opinion on suitability of any security. The information and data in this video were obtained from sources deemed reliable. Their accuracy and completeness are not guaranteed. At any given time, principals at Chapwood Investments, LLC may or may not have a financial interest in any or all of the securities or instruments discussed in this webcast or video. The guests appearing on videos do not receive compensation or provide endorsements or testimonials. Past performance is not indicative of any future results.




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