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ElbertoHokie
Joined: 01/01/2005
Posts: 8,824
Likes: 4,575
ElbertoHokie
Subscriber

I've done that, I just want someone to take a look at everything in

totality and if we need to pivot or do something different, identify it while we still have time.
Posted: 05/06/2024 at 09:48 AM ET
(In response to this post by EDGEMAN)

Thread Replies (21)

Full Thread →
Looking for Wealth(ha) or money manager recommendations
ElbertoHokie • 05/06/24 08:27 AM ET
Jay Jacob at Wells Fargo advisors. Kid that grew up in my practice. Very
DonHo-kieHi • 05/06/24 12:46 PM ET
And from Forbes**
DonHo-kieHi • 05/06/24 12:57 PM ET
You're near Charlotte right? My brothers roommate is an adivsor in Shelby
Hokerer • 05/06/24 11:40 AM ET
Beanie Babies **
bigbadbird • 05/06/24 10:41 AM ET
Madoff, Ponzi and Belfort…they promise above market returns.**
Twelfth Man • 05/06/24 10:32 AM ET
…Dewey, Cheatem and Howe
chumley • 05/06/24 10:15 AM ET
I have a great financial advisor, and I commend you for seeking out a pro->
HOKIERIT • 05/06/24 10:08 AM ET
I can help. Hokie advisor licensed in NC. Send me an email
vt88hokie • 05/06/24 09:39 AM ET
Do you have $2M in your 401k yet?
hoosnowahokie • 05/06/24 09:23 AM ET
Simple suggestion, do a search for mutual funds that have done well...
EDGEMAN • 05/06/24 09:13 AM ET
We have friends that use Fisher Investments. They supposedly only do
UTPr0sim • 05/06/24 10:41 AM ET
Simpler solution...Index funds/ETFs. They are boring, but they work
Tafkam Hokie • 05/06/24 09:52 AM ET
I've done that, I just want someone to take a look at everything in ◄
ElbertoHokie • 05/06/24 09:48 AM ET
I agree with that approach. It has paid off well for us..**
HOKIERIT • 05/06/24 10:12 AM ET
You have plenty of time, unless you're looking to retire in 5 years...
EDGEMAN • 05/06/24 09:55 AM ET
Even if you are retiring in 5 years, you've probably got lots of time
Tafkam Hokie • 05/06/24 10:00 AM ET
Exactly.. when you retire you do NOT "cash out".Should still get a return!**
HOKIERIT • 05/06/24 10:15 AM ET
I will add if you are getting to the point where you will be withdrawing
Tafkam Hokie • 05/06/24 10:54 AM ET
This guy. Just add hookers.**
tongahokie • 05/06/24 09:02 AM ET
Social Security + Medicaid. We got you!**
JoesterVT • 05/06/24 08:37 AM ET
amputate**
HokieDan95 • 05/06/24 08:33 AM ET