Investment portfolio
Terry,If I send you a list of my investments could you take a look an tell me your honest opinion on my portfolio?
Too heavy in Tech or not enough invested in Mutual Funds?
Your column is a great read and thank you for all of your insight you’ve given the readers all these years.
Terry Says
Thanks, but I never comment on individual stocks or asset allocation. I can only give general advice.
Maybe it’s time to get a fee-only FIDUCIARY advisor who is not trying to sell you anything to review your entire financial picture — not only your stock porfolio, but your retirement goals, tax situation, future income planning and tax and estate planning.
Read this: https://www.terrysavage.com/pam-krueger-wealthramp/
Going through this process is the ONLY way I can make sure you will be in good hands. Maybe you only need a few meetings for review and advice. Maybe you’ll want ongoing annual advice. Go through the process and find out. And please write back and let me know about your experience!
