Related Posts
What's the appraisal cycle in EY GDS?
4 and 6 with a little bit of 2. Maybe 8 soon 🙃
Anyone heard/know anything about POD sf lately?
Additional Posts in FIRE Financial Independence Retire Early
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.
Some people in the personal finance bowl mentioned using them but it wasn't worth it.
Honestly just buy index funds and you'll outperform the large majority of active funds. I see no reason to pay 0.89% to underperform the market.
I do like using the app itself to manage my investments.
Ugh I’m having second thoughts after I signed up 😢 I should have known better. I lost money selling my investments to transfer my accounts over to them. They’re still processing
I tried them last year - transferred all my assets over. It was ok, but over the one year period I had three different “advisors” - the first one got promoted, the second one I spoke to once and left the company, and the third one didn’t have enough experience (I looked him up and he had less than 10 years) - I definitely did not want to entrust him with my retirement funds. I have since found someone through a personal referral that is helping me manage everything because I don’t feel confident or knowledgeable enough to navigate the complexities of tax advantage investments, when and what to buy, etc, to hit my goals.
I tried them for almost one year, but I was unhappy with having three financial advisors during that time, and each time the new advisor was less experienced than the previous advisor. You can try them out, but take a look at the advisor that is assigned to your account and just know that it will not be a personable experience. Ultimately I wanted a dedicated person who would grow with me as I navigate life and help make adjustments when needed so it wasn’t for me.