Talk of The Villages Florida - View Single Post - Please explain to me like I'm 12, why I should fire Fidelity, EJ, etc.
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Old 03-23-2025, 06:31 AM
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I have had bad experiences with investment advisors. It is like going to a car dealership and asking for the best car. The best car is always something on their lot. Investment advisors focus on what they have available to sell and what their superiors tell them to promote. I wanted to move some investments from a retirement plan into precious metals, but I was told it was "not appropriate." I decided to diversify my portfolio and transfer money out of an IRA into a Roth IRA by doing it myself. After I retired, I moved the remainder of my IRA into another IRA that aligns with my investment philosophy.