Anonymous
Post 03/15/2026 20:19     Subject: New IRA manager needed
We just put everything in a Vanguard S&P500 index fund and leave it alone.

If you really want an advisor, ask Bogleheads.
Anonymous
Post 03/12/2026 15:43     Subject: New IRA manager needed
Sounds like a passive advisor who is not really doing anything or being proactive at all. We use Neat Financial Planning: www.neatfp.com
Anonymous
Post 02/25/2026 19:47     Subject: New IRA manager needed
why do you need a manager?
Anonymous
Post 02/25/2026 13:00     Subject: New IRA manager needed
I know Schwab and I think Vanguard and fidelity will provide free guidance with that amount of money.

If you’re up for it, learn about Bogleheads. Even if you don’t want to DYI it’s very informative.
Anonymous
Post 02/25/2026 12:19     Subject: New IRA manager needed
We use Wealth Enhancement Group. They've done well for us.
Anonymous
Post 02/25/2026 12:18     Subject: New IRA manager needed
Why would you pay a manager?
Anonymous
Post 02/25/2026 12:13     Subject: New IRA manager needed
Anonymous wrote:Just put in Vanguard. You can do their PAS if you don’t want to do a target retirement fund or all equities.


This.
Anonymous
Post 02/25/2026 10:46     Subject: New IRA manager needed
Just put in Vanguard. You can do their PAS if you don’t want to do a target retirement fund or all equities.
Anonymous
Post 02/25/2026 10:18     Subject: New IRA manager needed
My IRA manager is neglecting me. I need a new one for my (paltry by DCUM standards) 1 million dollars. It's basically all I have in the world. Any recommendations? Thx