Social signal1 d agoSocial
Unwinding from a FA disaster
Had a few accounts with a ML advisor that he put into a sector rotation plan. 1/3 of it is in an inherited ira that needs to be zero in the next 6 years. The account did decent but we didn’t feel like the advisor wanted a smaller account. We moved to a “boutique” advisor that has done nothing with the accounts in a year. Sectors have changed in the last year and nothing has been done. Our portfolio is lagging way behind the S&P because of this advisor doing nothing. Each account has 20% in appro
Source
Reddit r/investing
Trust
social · 20/100
Published
5/25/2026, 6:00:23 PM
Fetched
5/25/2026, 6:02:03 PM
Confidence
30 / 100
Relevance
5 / 100
Finance metadata
Market channelsbonds, inflation_rates, stocks
TickerFA, ML, ETF