Ultimately it’s your money. Your advisor should be listening to your goals and putting you into investment vehicles that match them. If you can’t sleep at night, then you are taking on more risk than you’re comfortable with.
I was in the same situation last year with my FA. I left him and went to Rich. I’m doing really well, and I feel so much ‘safer’ because I know Rich gets it.
I was in the same situation last year with my FA. I left him and went to Rich. I’m doing really well, and I feel so much ‘safer’ because I know Rich gets it.
I was in the same situation last year with my FA. I left him and went to Rich. I’m doing really well, and I feel so much ‘safer’ because I know Rich gets it.
I was in the same situation last year with my FA. I left him and went to Rich. I’m doing really well, and I feel so much ‘safer’ because I know Rich gets it.
I was in the same situation last year with my FA. I left him and went to Rich. I’m doing really well, and I feel so much ‘safer’ because I know Rich gets it.
By currency fund, do you mean an actual foreign exchange fund or did you possibly misintepret this and you really have 20% in a money market?
The reason I ask is that an actual currency fund would not meet your goals of “very conservative” so it would make no sense to shift funds into one (unless your advisor thinks, for example, that a fall in the dollar is a “sure thing”, which is a red flag in itself).
By currency fund, do you mean an actual foreign exchange fund or did you possibly misintepret this and you really have 20% in a money market?
The reason I ask is that an actual currency fund would not meet your goals of “very conservative” so it would make no sense to shift funds into one (unless your advisor thinks, for example, that a fall in the dollar is a “sure thing”, which is a red flag in itself).
By currency fund, do you mean an actual foreign exchange fund or did you possibly misintepret this and you really have 20% in a money market?
The reason I ask is that an actual currency fund would not meet your goals of “very conservative” so it would make no sense to shift funds into one (unless your advisor thinks, for example, that a fall in the dollar is a “sure thing”, which is a red flag in itself).
By currency fund, do you mean an actual foreign exchange fund or did you possibly misintepret this and you really have 20% in a money market?
The reason I ask is that an actual currency fund would not meet your goals of “very conservative” so it would make no sense to shift funds into one (unless your advisor thinks, for example, that a fall in the dollar is a “sure thing”, which is a red flag in itself).
