No. of Recommendations: 3
...where to I find out about more conservative investing?

Sounds like you have a problem with DH. It sounds like he wants to be involved in the decisions without actually being involved.

But I am kinda tired of having to double check what the FA says and confirm the accuracy. And honestly, I'm tired of paying our fess while educating him.

You have more tolerance with I do. What's the point of having a FA if you have to educate him and have to double check everything he says. Sounds like the definition of a business consultant -- "Somebody who you pay a large sum of money to tell you the time, and then he asks to borrow your watch."

What he tells me and what he tell our son, who I try to make do his own discussion with the FA, often are two very different things, even when discussing the same accounts.

The first time I caught him saying 2 different things, that would be the last time he ever saw or heard me. Me and my money would be gone the next day.


If you need to have somebody suggest what to do, this article is a good place to start. http://www.merriman.com/uncategorized/ultimatebuyandholdstra...

But if your first problem is that your spouse insists on having a major say, but doesn't (for whatever reason) have the knowledge or interest to make informed opinions -- then that's the problem you need to resolve first.


There's another potential issue coming up that is going to hurt innocent naifs who believe that 40% in bonds is safe. When interest rates go back up, bonds are going to get crushed. People like Buffet have been saying that bonds are going to have an overall NEGATIVE return over the next couple of decades.

Good luck
Print the post  

Announcements

The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement