financialInvestment
#RI-69a90d97·2 months ago·
1
“Inheriting mom's accounts”
What Actually Happened
Investment guy's activities are unknown, mom is uninformed
What I wish I knew
"What my mom's investment guy does with her money"
Advice to Someone Facing This Now
If I could tell you one thing
"Research investment managers before inheriting accounts"
Regret Index
3/10
Significant downsides.
Complicated feelings about the outcome.
Complicated feelings about the outcome.
Advice for Someone Facing This
Short, upvotable wisdom. The most helpful rises to the top.
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financial Category
1,609
financial decisions logged. Avg regret 5.4/10 across the category.
Same Outcome Band
35%
of financial decisions land in the settled band the same as this one.
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