Seeking the advice of a financial advisor Your financial advisor can help you establish realistic goals and a plan to achieve them. Your advisor can also help you allocate and diversify your assets so that your portfolio risk and potential return are tailored to your investment personality. He or she can then help you monitor and re-adjust your portfolio over time to ensure that you stay on track toward reaching your investment goals. Your financial advisor can assist you in getting information and can provide guidance based on experience and personal knowledge of you and other clients. If you ask questions such as those in the list below, and then seek the answers with the help of your financial advisor, you'll be able to compare your alternatives and make a far better educated decision.
Some decisions are easy, some are more difficult.
If it feels right, proceed. If it doesn't, you either need to study the situation further and ask more questions or not act. Also trust the risk management skills your advisor has helped you develop. They've served you well so far and will likely do so in the future. Remember, it's your money and your decision.