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  • ‘He has totally ghosted me.’ I asked my adviser to invest K in something safe with a decent return. Now my calls go unanswered for months. What should I do?
    Financial Advisor

    ‘He has totally ghosted me.’ I asked my adviser to invest $20K in something safe with a decent return. Now my calls go unanswered for months. What should I do?

    April 8, 2023 /

    Phone calls to my financial advisor go unanswered for months (almost a calendar year now). He has thoroughly ghosted me. What are my choices? Getty Pictures Query: In 2014 I experienced some spare funds to make investments ($20,000) and wished to make investments in some thing protected but with a respectable return. My fiscal adviser recommended I make investments in a serious estate investment have confidence in (REIT). He indicated that it would most possible keep on being illiquid for a period of time of four a long time, and then I would do seriously very well. He also bought me on it by claiming that he invests in the…

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    Reynaldo Jackson Comments Off on ‘He has totally ghosted me.’ I asked my adviser to invest $20K in something safe with a decent return. Now my calls go unanswered for months. What should I do?

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  • I’m 70 and weighing whether to ‘sell everything’ and put it all in Treasuries, or hire a financial adviser even though it would cost K a year. What should I do?
    Financial Advisor

    I’m 70 and weighing whether to ‘sell everything’ and put it all in Treasuries, or hire a financial adviser even though it would cost $20K a year. What should I do?

    March 16, 2023 /

    Issue: I’m pondering about using the services of a fiscal adviser. I am 70, and I’m heading to prevent operating this year. I control my individual shares and revenue but I’m anxious about the marketplace. I have not completed that properly from single stock investing the previous two years. Getty Illustrations or photos/iStockphoto Query: I’m pondering about employing a economical adviser. I am 70, and I’m heading to quit doing work this year. I control my possess stocks and funds now, but I’m apprehensive about the market place. I have not performed that well from one-stock investing the final two yrs.  A perfectly recognised economical solutions company suggested a enterprise…

    read more
    Reynaldo Jackson Comments Off on I’m 70 and weighing whether to ‘sell everything’ and put it all in Treasuries, or hire a financial adviser even though it would cost $20K a year. What should I do?

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