Ask Terry Questions Changing investments

Changing investments

By Terry Savage on November 13, 2023 | Financial Planning / Retirement

Your advice provides information for moving money to different instruments depending on a situation. Such as I bonds, CDs, cash. But, I am invested with one of the big houses and I don’t get the nimbleness of taking advantage of your advice. The advisor is not helpful in moving funds as quickly as you seem to suggest and assures me that the funds they are in our adequate for my situation.Thank you.

Terry Says

Well, if it’s important to you then don’t just take his/her word for it. Make an appointment with a fee-only FDUCIARY advisor (and the “advisors” at big wire houses do NOT fit that description). Read this article to find someone you can trust!

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