CoolRich59
Thinks s/he gets paid by the post
I know financial advisors are not real popular here, but we use one.
The reason (stated briefly) is that I do not have much expertise in this area. So, I worried constantly if I was making the right investment choices. Compounding my anxiety was constant worrying that, even if the initial choice was correct, were market or other changes that I was not aware subsequently dictating changes that I was not making?
So, a little more than 2 years ago we put our $$ with a small CFP financial services firm so I could quit worrying so much. We've been reasonably satisfied with their work, and I like not having to think about our $$ constantly. But now, I would like to "audit" their performance to determine if I am, in fact, getting a good 'bang for my buck'.
I have a nephew-in-law who is a financial advisor for Citibank, but I don't want to ask him. Is there a way to have our account's performance assessed? Is this something I could ask, say Vanguard or Fidelity, to look at?
The reason (stated briefly) is that I do not have much expertise in this area. So, I worried constantly if I was making the right investment choices. Compounding my anxiety was constant worrying that, even if the initial choice was correct, were market or other changes that I was not aware subsequently dictating changes that I was not making?
So, a little more than 2 years ago we put our $$ with a small CFP financial services firm so I could quit worrying so much. We've been reasonably satisfied with their work, and I like not having to think about our $$ constantly. But now, I would like to "audit" their performance to determine if I am, in fact, getting a good 'bang for my buck'.
I have a nephew-in-law who is a financial advisor for Citibank, but I don't want to ask him. Is there a way to have our account's performance assessed? Is this something I could ask, say Vanguard or Fidelity, to look at?