I'm looking for a financial advisor in the Ascesion parish area, the guy I'm currently using is not getting it done. Any help is appreciated. I've done the standard max 401k to company match and have an IRA.

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Posted by juice4lsu

Member since Dec 2007

3695 posts

Posted on 5/29/16 at 10:58 pm to noon0707

I would suggest Knobloch Poche Burns team at Wells Fargo Advisors

Ask about an envision plan

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Posted by cwill

Member since Jan 2005

54752 posts

Posted on 5/29/16 at 11:10 pm to noon0707

Put your money in an index fund, it'll beat any financial advisor taking money from you.

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Posted by lynxcat

Member since Jan 2008

24163 posts

Posted on 5/30/16 at 12:01 am to cwill

Generally, a financial advisor is not worth it unless you are having trouble saving or have a high enough income that tax laws start phasing you out of available options.

For general saving, this board is a good enough resource honestly.

For high income or high net worth individuals, FAs can become useful if they are fee based or hourly based.

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Posted by foshizzle

Washington DC metro

Member since Mar 2008

40599 posts

Posted on 5/30/16 at 5:09 pm to noon0707

quote:
the guy I'm currently using is not getting it done

How exactly?

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Posted by noon0707

Saint Amant

Member since Sep 2010

184 posts

Posted on 5/31/16 at 1:10 pm to foshizzle

My 401k balance has not moved in 17 months despite my making contributions bi-weekly. My IRA is barely breaking even for the last 18 months. I know the markets have been not been perfoming so well lately but I should be making some progress over a year and a half. I have made a number of attempts to contact this guy to no avail. He is with Ameriprise and did a good job for the first year(2013) then nothing. I just need solid advice where to invest the 401k and IRA

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Posted by Tiger4life306

Member since Apr 2016

420 posts

Posted on 5/31/16 at 1:32 pm to noon0707

quote:
My 401k balance has not moved in 17 months despite my making contributions bi-weekly. My IRA is barely breaking even for the last 18 months. I know the markets have been not been perfoming so well lately but I should be making some progress over a year and a half. I have made a number of attempts to contact this guy to no avail. He is with Ameriprise and did a good job for the first year(2013) then nothing.

LOL at all of this.

ETA:

quote:
I should be making some progress over a year and a half

Just curious what brings you to this conclusion?

This post was edited on 5/31/16 at 1:36 pm

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Posted by Delacroix

Member since Oct 2008

3987 posts

Posted on 5/31/16 at 1:36 pm to noon0707

quote:
My 401k balance has not moved in 17 months despite my making contributions bi-weekly. My IRA is barely breaking even for the last 18 months. I know the markets have been not been perfoming so well lately but I should be making some progress over a year and a half. I have made a number of attempts to contact this guy to no avail. He is with Ameriprise and did a good job for the first year(2013) then nothing. I just need solid advice where to invest the 401k and IRA

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Posted by poops_at_parties

Member since Jan 2016

1545 posts

Posted on 5/31/16 at 8:21 pm to cwill

I am 30 and have about 35% of my IRA in the Vanguard 500 fund. Supposed to mimic the S&P 500. Is that too much weight in that fund or not enough?

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Posted by dabigfella

Member since Mar 2016

6687 posts

Posted on 5/31/16 at 8:41 pm to poops_at_parties

I personally like PNQI as my favorite ETF/FUND I like that its all the big tech companies that imo run our future sans apple of course. It has over the past few years and imo will outperform the overall market for the forseeable future

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Posted by iknowmorethanyou

Paydirt

Member since Jul 2007

6548 posts

Posted on 6/1/16 at 6:53 am to noon0707

I've got a hunch why he's not calling you back.