Katoslake
Recycles dryer sheets
We tried to test drive a FA to theoretically make things easier for my wife and me going forward. She wanted me to really watch and see if the FA shared our priorities and would follow our wishes as it relates to investment choices. Fast forward 3 months and things aren’t going as we hoped.
Buffered ETF’s from First Trust ( exp seem very high), momentum investing in individual stocks (guess which ones- hint AI and EV).
I asked about expense ratios on the First Trust ETF’s above AUM, which are .65, and the person said they’d need to check because they were just thinking about return potential.
Everything is held at Schwab so I’m hoping it will only take a phone call to terminate the relationship.
Luckily, we approved no trades to date. Just wasted a bunch of time.
Buffered ETF’s from First Trust ( exp seem very high), momentum investing in individual stocks (guess which ones- hint AI and EV).
I asked about expense ratios on the First Trust ETF’s above AUM, which are .65, and the person said they’d need to check because they were just thinking about return potential.
Everything is held at Schwab so I’m hoping it will only take a phone call to terminate the relationship.
Luckily, we approved no trades to date. Just wasted a bunch of time.