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My wife and I are 66, and our financial adviser has us in 94% equities. Is this OK?
Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com. ....
Elliot Dole
,
James Daniel
,
Alonso Rodriguez Segarra
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Advisory Firm
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Buckingham Group
,
Ben Galloway
,
Alonso Rodriguez
,
Steven Sivak
,
Pamela Horack
,
My wife and I have $2.3 million and have been with our adviser for 10 years now. But we're paying $15,500 every year for him to manage it. What gives?
Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com. ....
Steven Sivak
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Adrianna Adams
,
Alonso Rodriguez Segarra
,
Pamela Horack
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Mark Humphries
,
James Daniel
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National Association Of Personal Financial Planners
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Advisory Firm
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Garrett Planning Network
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Getty Images
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Kaleb Paddock
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Ten Talents Financial
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Dow Jones Industrial Average
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Sentinel Financial
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Domain Money
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Marketwatch Picks
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Innovate Wealth Founder Steven
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National Association
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Personal Financial Planners
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Article Featured
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Banking Credit
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Financial Services
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Political General News
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Personal Finance
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General News
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