Talk of The Villages Florida - View Single Post - Please explain to me like I'm 12, why I should fire Fidelity, EJ, etc.
View Single Post
 
Old 03-23-2025, 02:06 PM
dewilson58's Avatar
dewilson58 dewilson58 is offline
Sage
Join Date: May 2013
Location: South of 466a, if you don't like me.......I live in Orlando.
Posts: 12,784
Thanks: 1,005
Thanked 10,976 Times in 4,184 Posts
Default

At your age..............no advisor.

Why??

By now, you should be balanced and assuming the risk you are comfortable with.

Over the 30 years of advising, you have a feel for what remaining risk you have in your portfolio.

You're not looking for the next great investment, you're looking for a fair return as you coast to the end.

__________________
Identifying as Mr. Helpful