SDAppraiser, bear market funds info is available on the internet. You and I won’t be exchanging information about our financial investments, bank account passwords, or results of our physicals anytime soon.
Clients of stockbrokers, retirement fund managers, financial planners, and investing bloggers (Big Picture, Don Harrold) should aks for, and receive, the professionals’ investment returns. If their past returns are lousy, there should be a story of knowledge gained that would improve returns in the future. Most clients are too afraid to ask. Don’t be. Demand to know, and don’t invest with anyone who refuses to tell you, or who gets mad/defensive about your question. Chris Johnston and Zeal post their returns on their websites. You ought to demand the same from anyone who manages your money.
The guy from the gym who’s got $ 1 mil under management does not even know his advisor’s own history of returns. When I asked him, twice, he changed the subject and was clearly uncomfortable.