Dutch said it. I handed a good chunk of money to " A guy" that was recommended by two employees at my wives work. I lost at least 10k with him that didn't need to happen. Nothing good came out of that little firm in the small town. And like Ribka's mom said " but they're so nice" Yyyy aaahh, they are making 15-20% off of your money. The Vanguard total stock market exchange ( VTSMX) will give you a balanced fund of 3,400 companies. Some bond stocks and call it good.
Funny, that. I have right at half of my IRA in VTSMX (admiral fund)............
