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Registered
Join Date: Jan 2003
Location: Los Angeles, CA
Posts: 2,110
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Hard Drive
Overall I would say yes. We are not very aggressive (risky) with our investments and tend not to move stuff around alot. We got stung when the tech market dissolved years back but we where not heavily into that either.
Our planner makes suggestions, but I have really found that he is on board with our comfort of risk and never tries to hard sell us into stuff he knows we would not go for. He wants to sit down once a quarter but we review everything monthly and usually only talk if there is a yellow flag somewhere. We do meet at lest once a year
Steve
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1982 SC
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