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I invested some money in Edward Jones when my kids were younger basically because they were helping me do back door Roth’s and tax advantaged 529 accounts. My advisor was a ex engineer and spoke my language (numbers) but...she retired and I don’t think her replacement speaks math as well. Kinda disappointed. Lovely girl but I miss my old engineer.

They only hold < 10% of my assets. Never did convince me to move the lions share. I self manage most in index funds.

Yes the traditional advice of half in bonds is way too conservative. Keep 3 years worth in conservative investments and keep the rest in equities.
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