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Investment portfolio suggestions
Posted on 4/14/23 at 1:38 pm
Posted on 4/14/23 at 1:38 pm
I have an investment portfolio within a university retirement plan. When I retire I will need to move it to another site.
I do not depend on this money for retirement, so willing to be reasonably risk-accepting with the thought that my heirs can benefit on the longer term.
Any suggestions by those in the business of finance and investment for 1) a type of money manager and/or 2) specific companies.
TIA
I do not depend on this money for retirement, so willing to be reasonably risk-accepting with the thought that my heirs can benefit on the longer term.
Any suggestions by those in the business of finance and investment for 1) a type of money manager and/or 2) specific companies.
TIA
1
Posted on 4/14/23 at 7:53 pm to kjacksonp
If you truly don’t depend on the money, and you’re willing to accept moderate risk to grow it, then why do you need a money manager?
I understand why many people need a wealth advisor upon retirement, but it doesn’t sound like you need one.
Why not just invest the entire sum in a high yield ETF such as VYM or SCHD?
I understand why many people need a wealth advisor upon retirement, but it doesn’t sound like you need one.
Why not just invest the entire sum in a high yield ETF such as VYM or SCHD?
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