I’m using the same person my dad used for decades. I trust her. She works for Raymond James, she has her own office with a group of young people that can help with basic stuff but all the big decisions go through her.
I don’t look at any statements or the stock market, I have a general idea of what I I’m worth and my investment person has my authority to sell or move things around as she sees fit.
Unfortunately through all this covid nonsense I’ve had to peel off a bunch of money to pay bills but I’m still on track to retire in about 5 years.
This bank thing doesn’t scare me too much but I do know things are still pretty volatile.
I just bury my head in the sand and hope for the best. My financial person keeps telling me to sit tight it will be alright.
A very rich, as in multi millions, friend also tells me it will be alright.
