Browsing: adviser
‘Time will tell whether that was a good bet’: My adviser got me a full SpaceX IPO allocation. Was I lucky?
By Admin
“Investors frequently receive only a small fraction of the shares they request — if they receive any at all.”
‘I feel like he may be taking advantage of us’: Our adviser pushes annuities after we already said no. Do we fire him?
By Admin
“I feel like he may be taking advantage of us.”
“Friendliness alone is not a sufficient reason to trust someone with your finances.”
I’m afraid my financial adviser will steal my money. I’ve read too many cautionary tales. How can I be sure?
By Admin
“I am 66 years old and have been retired for about a year and a half.”
‘Poof! His money could disappear’: My boyfriend is 75. His portfolio is down 4% this year. Do we fire his adviser?
By Admin
“His portfolio is still down from the April slump when everybody else’s accounts have gone up.”
‘I am getting very frustrated’: My mother’s adviser has not returned my calls. He manages $1 million. Is this normal?
By Admin
“I am not used to this way of doing business.”
I told my bank to fund a backdoor IRA, but my adviser left the money in the wrong account. Should I sue?
By Admin
“The return value of the IRA account increased about 20% that year.”