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Old 04-13-2019, 01:49 PM
valuemkt valuemkt is offline
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Location: The Villages - Formerly Atlanta Endicott and Syracuse NY
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Default Broker - just in case

Quote:
Originally Posted by manaboutown View Post
I have also managed all my investments solely myself. My Barron's list/Raymond James guy won't oversee my investments until I am either unable to while alive or deceased. If I had an adult child that could handle it the stock bookie would not get the job, just saying...
As I've noted before, I decided to give a financial advisor (i woudnt call him a broker) a portion of my assets .. just in case I was unable to mentally do it in the future. I came down to the Villages and have gone to the Investment clubs and have played poker with 80 and 90 year olds that are sharp as a tack. I hope to be that with it when I reach that age. In the meantime, I'm back to managing 100% of the portfolio.. and my wife has the call to take over or hire someone in the event she declares me incapable (no jokes pls) ..

I'll leave the talk about millenial children and their knowledge of and interest in finance to another discussion