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Thoughts on Stepstone? Infra team specifically.
Is the CVA exam worth pursuing?
PE Ops folks - whats your WLB, hours per week?
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Anyone have Ramits rules for saving/investing?
Thoughts on Stepstone? Infra team specifically.
Is the CVA exam worth pursuing?
PE Ops folks - whats your WLB, hours per week?
Anyone have Ramits rules for saving/investing?
Pro
What size portfolio? Vanguard is all funds and will likely ask you to sell your stocks. Also how frequently do you talk to your advisor and what all advise do they provide? Vanguard is twice a year scheduled and then you reach out as necessary
Honestly I don’t connect with the advisor at all. I should be better! I just save and push out to them... and don’t touch it. In 3 years, it’s grown 12% to $245K. That seems OK but the fee seems high for my zero-interaction style.
Also why would you go bonds right now? With interest rates at 0% aren’t bonds at like an all time high? I’d think bonds can only go down in value once rates rise again?
Conversation Starter
Is your advisor beating the market ?
Yes, well minus these few weeks!
What’s the advisor company called? What do you like about working with an advisor (long term, not right now).