Honestly, other than maybe serving as an extra hurdle to keep you from doing something rash when the stock market is struggling, no “advisor” is going to beat a very simple low cost broad market index fund portfolio over a long period of time. Just find a stock to bond ratio that lets you sleep at night and stop looking for an advisor. There are a few true gems out there, but 99% of them are just sharks looking to feed on you, as you have learned.
Statistics: Posted by cjcerny — Tue Jun 18, 2024 7:30 pm