I lost money with Vanguard. Since switching to Fisher my investments have done better than the S&P 500 but not as good as the Nasdaq 100 index. I am ok with that because it fits my risk tolerance.
I have three accounts with them IRA, Roth and Brokerage. I am required to take RMD from the IRA and I am still making money from that account.
During the Bear market of 2022 mu accounts did go down but not as much as the S&P and Nasdaq. At the end of the bear market, I was still making a lot of money above my original investments in each account.
They set up your investments based upon your financial facts and other factors (i.e. your risk tolerance, age, etc.)
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