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Post being replied to

I recently let my financial planner go. by Jellyfinger

He had me in 5 different mutual funds over the course of the past 8-9 years and made very few changes over those years. ~ yearly I would wire him another lump of cash to invest. He would regularly ask for more. I finally let him go when I realized that over the time he was with me, when the Dow had exploded, my portfolio had not kept pace with the index funds. It wasn't terrible, but I beat it with the few index funds I keep in a TD Ameritrade account. When I voiced my displeasure, his response was "Well I thought you wanted a conservative approach. With my higher wealth clients I can be more agressive and get higher returns...blah blah." Nice guy, but I came to the conclusion he didn't know much more than I do, which ain't much.

My guess is that a good tax advisor is as or more valuable.