Recent content by vinoperson

Valid point. I've always been fairly conservative with the part of our porfolio that the FA assists us with. On the whole over time, he's done as well as or better than the passive mutual fund benchmark in each category. When I factor in his commission, it's just about a wash. But I have learned...

I guess I'll buck the trend on this one. For some time now I've used a fee-only (0.75%) FA/CFP who has done quite well with our portfolio; on the whole, better than I did before. He explains his recommendations and let's me do the choosing. I guess like in many other generalizations, there are...