FinanceInvestment Plan
#RI-69f85a4a·7 months ago·
2
“Considering Fidelity's proposed 70/30 stocks and bonds investment plan”
What Actually Happened
Fidelity proposed a 70/30 stocks and bonds plan with a 1.5% fee, which I'm unsure about
What I wish I knew
"More information about the potential risks and benefits of the plan"
Advice to Someone Facing This Now
If I could tell you one thing
"Carefully review the proposed plan and consider seeking a second opinion"
Regret Index
5/10
Significant downsides.
Complicated feelings about the outcome.
Complicated feelings about the outcome.
Advice for Someone Facing This
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Finance Category
2,949
Finance decisions logged. Avg regret 4.9/10 across the category.
Same Outcome Band
15%
of Finance decisions land in the mixed band the same as this one.
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