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Recent content by Powpow

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    Anyone switch their financial/wealth planner from a bank to an independent?

    Block out the noise. This is what I shall attempt to do. Thank you
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    Anyone switch their financial/wealth planner from a bank to an independent?

    Good advice. Funny how my brain works. Almost everyone in social or professional life which I should regard as smart and experts have told me similar things. Something about getting random advice from a community like this one, where we all share interests for the most part that isn't at...
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    Anyone switch their financial/wealth planner from a bank to an independent?

    Thanks for your point of view. This is helpful at settling down some things in my head. Thank you.
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    Anyone switch their financial/wealth planner from a bank to an independent?

    I did NOT know over 2/3rds of managers couldn't do that. This put my situation in a slightly different light. I'm happy with what's happened over the years. Just trying to think if I need to do something drastically different for the upcoming few years. Maybe I'm rat holing too much on...
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    Anyone switch their financial/wealth planner from a bank to an independent?

    @Carvher and @sprite09 -> Sorry for late reply. I tend to login in when I have I'm planning some fun, and sometimes that doesn't happen for a few days or weeks at a time. I benchmarked performance based on S&P500 and Vanguard. Like I said, I'm pretty happy with what's happened. I just...
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    Anyone switch their financial/wealth planner from a bank to an independent?

    Thank you for your thoughts and point of view. I long suspected that there was a pattern or playbook that some people stuck to. I just couldn’t engage in any meaningful conversations about trends in the world without it sounding like a dismissal and sound bite answer and then re-hash old...
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    Anyone switch their financial/wealth planner from a bank to an independent?

    years ago it was a dude in the branch. then I grew and that dude grew. I had no reason to not like what he was doing so stayed. And he moved on to something else and him and the bank introduced me to someone else that was part of their Wealth organization. each of the banks will have a...
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    Anyone switch their financial/wealth planner from a bank to an independent?

    This is something I have not considered. Something to think about. Thanks.
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    Anyone switch their financial/wealth planner from a bank to an independent?

    thanks for the offer. My advisory team consistently beats the index too. But I think it’s important for me to try to diversify away from a bank.
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    Anyone switch their financial/wealth planner from a bank to an independent?

    I’ve got one and a i toy with it but I can’t really do it myself . Combination of lack of time, interest and knowing my own self which tends to get excited about stupid shit and get “gut feelings”. Need my core money and investments to be protected from my own damn self.
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    Anyone switch their financial/wealth planner from a bank to an independent?

    Hello folks I've been with one of the big canadian banks for wealth management for nearly two decades. I don't have any particularly big complaints but I'm pretty sure whatever I've done has been pretty conservative and almost 'cut and paste' with others who have a similar profile as me. I've...
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    Anyone have any luck with SP as therapy?

    I congratulate you for taking action on trying to fix or self improve in areas of your life you're not happy about. Whether its right or wrong or dangerous doesn't really matter. So many people just don't do anything and let the years go by without earnestly attempting to address something...
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    Vacation Recommendations? Trying to avoid zika and asia

    Argentina is great. I've never ever thought about Chile. I've done a few searches and this could be great!! Thanks
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    Vacation Recommendations? Trying to avoid zika and asia

    Hello community. I am planning a holiday with the SO in late November/early December for 10 days. Normally when we travel we seek out a bit luxury, go off to do some cultural/active stuff and then come back for luxury and nightlife. Bonus if the city has a friendly sex scene. I'd prefer if...
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    Is there a right time for the divorce talk?

    I'm mixed Caucasian/Asian.
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