…. most likely they missed the “.” and should have been 0.3% My thoughts on the Vanguard Personal Advisor services. The most compelling argument I found, is to consider PAS as a future plan for a spouse/partner that may very well be capable but not interested in investing. Or more importantly they have better things to do with their day :) We spend ridiculous amounts of money on insurances for things that probably won’t happen. But leaving someone in a situation to rely upon random phone calls from unknown advisors is a likely situation. And for those who like to manage their finances you can allocate just one account to PAS and when it’s time, all of the accounts can be placed under the single PAS account. This is how I have it setup. My advice is that if anyone doesn’t feel like PAS is for you, have a conversation with your partner/spouse before dismissing it entirely. btw… I’m new to HumbleDollar, very nice. Wishing everyone all the best!
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…. most likely they missed the “.” and should have been 0.3% My thoughts on the Vanguard Personal Advisor services. The most compelling argument I found, is to consider PAS as a future plan for a spouse/partner that may very well be capable but not interested in investing. Or more importantly they have better things to do with their day :) We spend ridiculous amounts of money on insurances for things that probably won’t happen. But leaving someone in a situation to rely upon random phone calls from unknown advisors is a likely situation. And for those who like to manage their finances you can allocate just one account to PAS and when it’s time, all of the accounts can be placed under the single PAS account. This is how I have it setup. My advice is that if anyone doesn’t feel like PAS is for you, have a conversation with your partner/spouse before dismissing it entirely. btw… I’m new to HumbleDollar, very nice. Wishing everyone all the best!
Post: Making It Easy
Link to comment from March 4, 2024