Quote:
Originally Posted by Catmostar
We are looking for a new investment advisor. I have had BAD luck with the last several and have being using TDAmeritrade on my own. I did OK last year, but I want someone who knows what they are doing. I do not want any income - no annuities - just want to increase my net worth.
I looked at some on the internet in Lake Sumter, but they are so young/inexperienced.
Any suggestions?
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To me, SEVERAL is grater than three. I quit after three, and have been happily managing our money since. I have documented investment and withdrawal strategy, spending plans . Go over it with my wife monthly, with quarterly net worth updates. I am in process of developing a plan to simplify the investment plan should I pre-decease her, or go into cognitive decline. We both have MBA Finance. We gave each person, at least in our minds, every chance to succeed. I probably average 1.5 hours a day on this, but am an investor, not a trader.