I think she's doing well, although I guess it could be just the market, but I thought I'd ask:
I inherited an IRA in 2016 of $188k. It came with a financial adviser and I left the funds there because the thought of pulling money out of a lot of different UITs with assorted maturation dates and withdrawal fees gave me a headache.
After taking out about $37k over the past 3 years, it's now worth over $242k. Her fees are a little high but overall I'm pretty happy with the results and was considering moving another fund over. My only input was to have her roll my parents' energy UITs, when they matured, into technology ones. The rest of the rollover funds the FA chose. Including the money I withdrew, that's about a 47% increase over 3 years - is that what most people are averaging now with the market these days??
The IRA and TSP I'm managing have done ok but not as well as this IRA, but on the other hand, I don't spend my free time going to financial seminars the way this woman does...
I inherited an IRA in 2016 of $188k. It came with a financial adviser and I left the funds there because the thought of pulling money out of a lot of different UITs with assorted maturation dates and withdrawal fees gave me a headache.
After taking out about $37k over the past 3 years, it's now worth over $242k. Her fees are a little high but overall I'm pretty happy with the results and was considering moving another fund over. My only input was to have her roll my parents' energy UITs, when they matured, into technology ones. The rest of the rollover funds the FA chose. Including the money I withdrew, that's about a 47% increase over 3 years - is that what most people are averaging now with the market these days??
The IRA and TSP I'm managing have done ok but not as well as this IRA, but on the other hand, I don't spend my free time going to financial seminars the way this woman does...