The year is winding down, your portfolio has taken you on a rollercoaster ride worthy of a theme park, and your financial advisor might feel more like a seatbelt than a co-pilot. The clock is ticking toward the new year, tax season is looming, and whispers of market volatility are swirling like confetti in the wind. You might be asking yourself: “Should I switch advisors now or wait until the dust settles?”
It’s not just a question about money—it’s about timing, strategy, and a dash of gut instinct. We’re about to break down everything you need to consider before making the leap.
