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To: SeekAndFind

I told my financial advisor to keep a portion of my retirement in cash last year for the same reason. I found out one of his people moved it into stocks in early December. As soon as I saw it I read him the riot act and told him to put it back into cash. Lost a few points, but I didn’t care as I knew the market was way overheated.

I’ll wait for another 4-5% drop from the high (currently around 7) before I call him to start moving it back in.


5 posted on 03/06/2025 5:35:20 AM PST by reed13k
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To: reed13k

I am not a big fan of the “financial advisor” industry—high fees for low value added.

I live cheaply—and I am my own financial advisor.

It means doing some research and paying some attention—but every dollar saved in not paying financial advisor fees is working for me.

If you want to kick the financial advisor habit this is a great discussion group that can answer every question you might have:

https://www.bogleheads.org/forum/viewforum.php?f=1&sid=a49b817be7b30c6d891f40aae018f18e

Financial advisor fees and their effects:

https://www.bogleheads.org/wiki/How_much_do_you_lose_to_annual_fees_after_many_years%3F


19 posted on 03/06/2025 6:10:43 AM PST by cgbg (The Democrat Party is a criminal enterprise.)
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