How can I understand investing?

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H

Hadnuff Asked February 2017

How can I understand investing?

I am in charge of brothers supplemental needs trust. Will soon have moms estate money put in account. Don't want to rely on financial planner. But sure can't do it myself. Every time I try to read about investing for my and husband retirement I give up. We did retire. Too many options, too much Information. Can't make sense of it.

Financial Planning

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score 0 · Answer 1

I'd suggest you speak with an atty within the law firm that did your mothers trust. They will have someone they work with their clients to refer you to.

Personally I love my FA who is more an old school stockbroker with a wirehouse.

To me one key is for you to know what risk (like a $ amount) is acceptable to you & your husband from your overall investment $. That is something only you can determine & then be clear on this with whomever you work with.

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How do I find a planner I can trust since I don't have anyone to ask for a recommendation from?

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When it comes to looking after someone elses money you have a duty to invest wisely and avoid risk. If you don't trust your financial planner shop around until you find one that you like. Personally I am happy to accept my planner's advice, they make their living by watching trends and markets so I don't have to. (I'm not saying I don't keep informed, just that I don't spend my time second guessing with every up and down trend)

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How can I understand investing?

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