Quote:
Originally Posted by manaboutown
Why not consult a fee based financial advisor you vet ahead of time who will sign on to act as a fiduciary? Some people experience extreme stress making big financial decisions, especially irrevocable ones such as selling securities which may bring about huge tax bills or significant losses. Frankly, before I make big decisions in areas with which I am unfamiliar, unknowledgeable or uncomfortable I try to consult one or more experts
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It's difficult to find financial advisors who will review a portfolio only. Everyone I've talked to wants to manage it. I would particularly like to find a financial advisor strong in advising for tax purposes.