Help with a disabled friend’s portfolio please

Asset allocation, risk, diversification and rebalancing. Pros/cons of hiring a financial advisor. Seeking advice on your portfolio?
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Green
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Help with a disabled friend’s portfolio please

Post by Green »

Edit: I decided against seeking further advice on this topic. Original post text deleted to ensure confidentially of my friends situation. Thanks for the advice received. Regards.
Last edited by Green on 27 Oct 2017 15:41, edited 2 times in total.
OhGreatGuru
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Re: Help with a disabled friend’s portfolio please

Post by OhGreatGuru »

Who are "they"? Does your friend have a new life partner? The insurance aspect of the segregated fund(s) may be important to your friend's estate plans.

Tread cautiously - the adult children may see your well-intentioned advice as interference.
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