I know I'm largely preaching to the choir at this fine site, but for those who haven't -- make sure your doctor, lawyer, money advisor, accountant, etc. isn't a slave to libtard ideology. My brokerage assigned a new financial advisor to me after the previous one retired. Having a bad feeling, I checked his social media, and what do you know, FULL of anti-police and critical race theory crap. I'll be calling the managing director tomorrow for potentially an uncomfortable conversation but fuck it, I'm not supporting this crap in any way shape or form and if they don't like it I'll change brokerages.
Comments (14)
sorted by:
Thanks - yes, I can foretell the "rebalancing" now. The portfolio's been doing very well so far and it can stay that way.
And it is important that you feel comfortable with your financial adviser. Clearly, it appears that this SJW person has an agenda that is counter to your interests. Screenshot the bio so you have it for your records.
Before you correspond with the managing director, research the other advisors in the office. Pick one or two that you would trust managing your portfolio.
If the managing director questions why you won't consider this new SJW advisor, ask if he/she has actually read what is posted in his bio. My bet is that the managing director has not, and it will be modified after it is read.
Will do, good advise. They're a large firm, fortunately.