Shud I follow him? Or stay in Merrill and wait for new financial advisor onboarding?
Completely agree with the previous post! You should not have a financial advisor. You should be your own financial advisor. It is very very simple. Just buy into the broad market index funds.
How has your advisor helped you?
9% increased during past year under low risk (also means low gain) plan I picked
How old (close to retirement) are you that you have such a (presumably) conservative portfolio? As I'm sure you know, the markets zoomed last year. And what fee did you pay for that performance?
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Why do you even have a financial advisor? Just buy direct stocks and funds