A merger took place and old accounts have been closed and assigned new account numbers. I asked questions and received this correspondence. Interesting how they are strategically positioned themselves with fees. Time to look elsewhere. Thanks Twins for your insight and advice.

Applying what I learned from the Twins and gaining an appreciation for the knowledge I received. Thank you ladies

This is the highest rate of return

The 4 Stages of Retirement This is information that was posted in Fisher Investments listed in The Definitive Guide to Retirement Income. Has anyone reviewed this information? Does anyone know anything about Fisher Investments?

If We Started Investing In 2026, This Is What We Would Do!