Not long after my husband, Cliff, and I got married, he asked me to join him for a meeting with his financial adviser. Cliff had invested with this adviser for about a decade and was happy with the results.
So I went along — and instantly regretted it. As the adviser and Cliff bantered about my husband’s portfolio’s returns, I felt invisible. When I asked why he wanted Cliff to buy stock in a particular company, the adviser glanced in my direction — never directly in my eyes — and responded in a tone that I interpreted as, “She doesn’t know what she’s talking about.”
Women and financial advisers a rocky relationship