financialinvestment
#RI-69c91c78·4 months ago·
1
“Moved retirement funds to new advisor in Dec 2025”
What Actually Happened
Lost almost $1.7M in 3 months with new advisor
What I wish I knew
"How much impact a new advisor would have on my portfolio"
Advice to Someone Facing This Now
If I could tell you one thing
"Research advisors thoroughly before switching"
Regret Index
8/10
Clear regret.
The downsides outweighed what was gained.
The downsides outweighed what was gained.
Advice for Someone Facing This
Short, upvotable wisdom. The most helpful rises to the top.
No advice yet. Be the first to share wisdom.
financial Category
1,609
financial decisions logged. Avg regret 5.4/10 across the category.
Same Outcome Band
43%
of financial decisions land in the severe band the same as this one.
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