Toggle navigation
Toggle navigation
Home
DCUM Forums
Nanny Forums
Events
About DCUM
Advertising
Search
Recent Topics
Hottest Topics
FAQs and Guidelines
Privacy Policy
Your current identity is: Anonymous
Login
Preview
Subject:
Forum Index
»
Money and Finances
Reply to "Recommend great financial advisor please"
Subject:
Emoticons
More smilies
Text Color:
Default
Dark Red
Red
Orange
Brown
Yellow
Green
Olive
Cyan
Blue
Dark Blue
Violet
White
Black
Font:
Very Small
Small
Normal
Big
Giant
Close Marks
[quote=Anonymous][quote=Anonymous]I've had no luck finding one that is smart and savvy. All have been [b]mediocre at best[/b], basically doing what I have been doing with our investments for years on my own. Where are the good ones? Please suggest some names -- location is not an issue. One that is a value add. Thanks![/quote] Most are. It's the 80-20 rule but in high-end professions like finance, medicine, law, etc. it's more like 90-10 or 95-5. It's the 5% (or 10%) that are exceptional (think brain surgeons, folks that only touch $25M+ portfolios, etc.). These are the guys that will actually manage your money out of a downturn and maximize your risk-adjusted return. The rest of them just outsource their "advice" to one of the 10%s and sell that to you as theirs. For the most part, you can learn what your advisor does and do it yourself. [/quote]
Options
Disable HTML in this message
Disable BB Code in this message
Disable smilies in this message
Review message
Search
Recent Topics
Hottest Topics
