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Reply to "How often do you hear from your money managers?"
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[quote=Anonymous][quote=Anonymous][quote=Anonymous]We call our financial advisor if we have questions or want a check in. He reaches out every couple of months. I believe we pay 1 % or maybe under that now bc account over 2m. Tell them your expectations about contact and I am sure they will meet them. [/quote] My setup is similar to this. They keep me apprised of market trends, they check in informally quarterly and they like to sit down annually to review everything. [/quote] Similar. Talk quarterly on the phone, unless something major has come up. More often when the market is volatile, like now. We also get market update emails from the bank economists every few weeks. They generally rerun the retirement projections yearly. [/quote]
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