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Avoid receny bias where you draw conclusion based on the recent 3 months. Instead try to understand data across market cycles and then make decisions.
If confused or unsure about a previous investment decision, ask your advisor for real numbers and simulations to better understand the rationale. Continuously talk to your advisor so that you are comfortable.
Include your spouse in the discussions with the advisor so that you can remain centered and not get carried away.
It is also important to understand that sometimes your spouse may be on a different page in terms of financial goals or risk profile. Financial decisions need to be jointly made so that both of you are comfortable with the outcomes.
"We trust that you will avoid using harsh language and will refrain from making
unsubstantiated allegations against individuals and firms. Your constructive feedback
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