about 30 years ago we looked for a financial adviser without affiliation with any large brokerage firm. Once we found him, it has been the best money spent for the return. And we have a plan towards a goal. I don't have the stress of trying to figure that stuff out, they do it all.
about 30 years ago we looked for a financial adviser without affiliation with any large brokerage firm. Once we found him, it has been the best money spent for the return. And we have a plan towards a goal. I don't have the stress of trying to figure that stuff out, they do it all.
Agree a fee only advisor. Having a diversified portfolio involves foreign investments that are hard to pick and follow. A good advisor will use an investment house to post and keep your securities where you can track them 24/7 on your computer.
Hybrid Mode
