Talk of The Villages Florida - View Single Post - Had a financial planning session with some relatives
View Single Post
 
Old 06-28-2025, 02:39 PM
manaboutown manaboutown is offline
Sage
Join Date: Aug 2009
Location: NJ, NM, SC, PA, DC, MD, VA, NY, CA, ID and finally FL.
Posts: 7,852
Thanks: 14,295
Thanked 5,090 Times in 1,947 Posts
Default

Too, the market is at or very near its high so perhaps a good time to harvest some gains as Buffett has done. Methinks the FA is very fond of his AUM fee and wants to keep it as large as possible.
__________________
"No one is more hated than he who speaks the truth." Plato

“To argue with a person who has renounced the use of reason is like administering medicine to the dead.” Thomas Paine