To Whom Should You Turn for Financial Advice?

By Mike Switzer

Published February 9, 2016 at 5:14 AM EST

In today's complex financial environment, there are many places you can go for information and advice. There are financial planners, investment advisors, money managers, and of course, the Internet. Our next guest says that a lot of trust was lost during the financial crisis of 2008 making it increasingly more important to make sure you are working with someone who is working for you and not for themselves.

Mike Switzer interviews Billy Little, a chartered financial analyst, a partner and lead portfolio manager with Tandem Investment Advisors in Charleston, SC and the current President of the CFA South Carolina Society.

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Mike Switzer

After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.

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