Twelve Questions Every Investor Should Ask in 2012 ; an Investor's Guide to Finding Prosperity and Peace of Mind During Turbulent Economic Times

U.S. Newswire › December 21, 2011

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Summary

MILWAUKEE, Dec. 21, 2011 /PRNewswire/ -- With New Year's just around the corner, wise investors should make a resolution to ask the right questions about their estate and wealth management strategy. If the stock market is making your knees weak, or if news about the European Union is making you lose sleep, knowledge and professional guidance could be the key to maintaining your peace of mind and your wealth in 2012.

"There are at least a dozen questions that investors should be asking about their estate and wealth management strategy in 2012," noted Jason Stamm, President-Northern States Region, M&I Wealth Management, a part of BMO Financial Group. "So, along with a better diet and more exercise, make it a priority and a New Year's resolution to ask the following questions and meet with your wealth advisor to work together to be sure that you are on track to meet your financial goals. If you know the right questions to ask, and if your financial goals are in writing, you can feel more confident about your portfolio and your future."

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Twelve Questions Every Investor Should Ask in 2012 ; an Investor's Guide to Finding Prosperity and Peace of Mind During Turbulent Economic Times

Do you have an estate plan - or comprehensive financial plan in place? If so, when was the last time you reviewed it?If you don't have a written estate plan, let 2012 be the year to do so -there are important estate tax laws that will be changing at the end of 2012 that you may benefit from. And make certain that copies are sent to your heirs, your attorney, your wealth advisor and your account...

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