Is this a joke post?
My apologies if it's genuine.
So many wrong moves.
'they liquidated my $89k Vanguard Money Market Admiral fund to buy all ETFs without any consultation.'
Without consultation?
'They then made a series of ridiculous moves, such as disbursing my retirement money from my ROTH AND taking out withholding taxes'
'He never presented a coherent plan, never returned calls'
Why did you give him permission to do all this?
My apologies if it's genuine.
So many wrong moves.
'they liquidated my $89k Vanguard Money Market Admiral fund to buy all ETFs without any consultation.'
Without consultation?
'They then made a series of ridiculous moves, such as disbursing my retirement money from my ROTH AND taking out withholding taxes'
'He never presented a coherent plan, never returned calls'
Why did you give him permission to do all this?
Statistics: Posted by Caliscotsman — Thu Jul 18, 2024 12:01 pm — Replies 7 — Views 586