Ask Terry Questions Doing trades suggested by CFP (certified financial planner)?

Doing trades suggested by CFP (certified financial planner)?

By Terry Savage on May 26, 2025 | Investments

Should I go to Schwab or VanGuard and do the trades myself on line or with an an advisor there?

Terry Says

That depends on whether you think you’re smarter than an advisor!

Seriously, are you talking about long-term investments for your IRA? Or do you want to be a day-trader? Or something in between?

Write back with more info on your situation and I’ll try to point you in the right direction.

money

ASK TERRY

a personal
finance question