financialTaxable Brokerage
#RI-69c919bd
29 days ago
1
"Managing $85k in taxable brokerage account after bad wealth management advice"
What Actually Happened
Paying advisory fees and creating taxable income
What I wish I knew
"Investment options in taxable accounts"
Advice to Someone Facing This Now
If I could tell you one thing
"Consider Boglehead-style approach for taxable accounts"
Regret Score
2/10
Positive or neutral outcome.
Would make the same decision again.
Would make the same decision again.
financial Category Average
?%
of financial decisions share a similar regret distribution. (Coming soon)
Impact
-
Financial and Psychosocial impact distributions for this subset.
Advice for Someone Facing This
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