Thank you again to everyone who has posted responses here! I am so appreciative!
I convinced my wife to abandon the Financial Advisor even though the annual rate came down to 1% for AUM.
As we have not retired yet ... and she has more working years than I have ... we are still working on getting our investments more in line with the BH philosophy.
We still have stocks because some of them [Mag-7] are doing so well for us that it is hard to sell.
All other stocks are being steadily sold and converted to VOO, BND & SGOV.
Our portfolios are looking more and more like we want them to.
Thanks!
I convinced my wife to abandon the Financial Advisor even though the annual rate came down to 1% for AUM.
As we have not retired yet ... and she has more working years than I have ... we are still working on getting our investments more in line with the BH philosophy.
We still have stocks because some of them [Mag-7] are doing so well for us that it is hard to sell.
All other stocks are being steadily sold and converted to VOO, BND & SGOV.
Our portfolios are looking more and more like we want them to.
Thanks!
Statistics: Posted by Robeen — Mon Aug 12, 2024 4:09 pm — Replies 33 — Views 3624
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