I convinced my girlfriend (together for 9 years) to invest her savings from income into low cost index funds a couple of years ago. However she recently inherited and sold a property and her family set her up with a financial advisor who is keen for her to buy a portfolio of mutual funds. She had an hour-long phone call with him, asking about investing in index funds instead, but he's not budging. In fact, he recently sent a passive-aggressive email asking why she is so hesitant since they had already "agreed to her portfolio." I suspect the guy is hungry for commission or something. Any advice? Am I just being paranoid?
Submitted September 21, 2021 at 02:15AM by bishopsfinger https://ift.tt/3lIjXLC
