Can’t your father just demand that his advisor make his portfolio 40/60 or 20/80?
Additionally, why does he need an advisor at all? It’s fine if he wants that security blanket, but definitely not easy to find one that will work for his best interests. Lots of sharks in the water. I would just DIY it. He already knows his what he would like his stock to bond ratio to be and that’s about 95% of the battle in DIY.
Additionally, why does he need an advisor at all? It’s fine if he wants that security blanket, but definitely not easy to find one that will work for his best interests. Lots of sharks in the water. I would just DIY it. He already knows his what he would like his stock to bond ratio to be and that’s about 95% of the battle in DIY.
Statistics: Posted by cjcerny — Wed Sep 04, 2024 10:53 pm — Replies 8 — Views 700