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Forbes Financial Planning

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Cole Mitchell
December 10, 2022

I have $600k invested, but my financial adviser has only made one trade this year, and left $7,500 in cash in my Roth IRA. Is it time to get rid of him?

Cole Mitchell
December 10, 2022


Source:https://www.marketwatch.com/picks/i-have-600k-invested-but-my-financial-adviser-has-only-made-one-trade-this-year-and-left-7-500-in-cash-in-my-roth-ira-is-it-time-to-get-rid-of-him-01670519680

Newer PostTalking Financial Literacy and Money Management with Your Children
Older PostI'm 66, own 5 properties, and wonder if selling might offer 'a better retirement than being a landlord.' But I'm struggling to find an adviser to help who isn't 'trying to sell me' something.

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Phone: (401) 885-7300

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660 Main Street, Unit C-3,
East Greenwich, RI 02818