FinanceInvestment
#RI-69a90d97·4 months ago·
4
“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
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Finance Category
2,949
Finance decisions logged. Avg regret 4.9/10 across the category.
Same Outcome Band
41%
of Finance decisions land in the settled band the same as this one.
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