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Old 08-04-2023, 06:46 AM
rsmurano rsmurano is offline
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I have helped a couple of friends/family members move away from Edward Jones (and other brokers/advisors too so it’s not related just to Edward Jones) because they weren’t making money on their investments at a time when you could be blindfolded and threw darts on a board to pick equities to invest into. They were in equities that were not making them any money for quite some time. When each of them went in to tell them they were leaving, the advisor (different advisors in different cities) told them they were just about to call them to go over their portfolios.

IMO, learn to be a boglehead. Most people can learn this methodology pretty easy and invest in 3 low cost index funds that you can buy for the long haul.

Bogleheads 3 Fund Portfolio Review and Vanguard ETFs (2023)

You can apply this to any index fund company, it’s not specifically for just vanguard funds.