Talk of The Villages Florida - View Single Post - Need help for my parents they have GWG L Bonds with Michael Whitaker and Associates
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Old 05-30-2023, 02:43 PM
Caymus Caymus is online now
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Quote:
Originally Posted by BlueStarAirlines View Post
I'm not sure what possessed me to read all 16 pages of this thread, but it reinforced that there is no good reason to go with any small investment shop....for any reason.

So many lessons here for the general public, but the biggest for me is to stay away from any AUM/Commissioned brokers. I'm glad I use a fiduciary flat-fee investment advisor.
But did they treat you to a "free" rubber chicken dinner?