We are not the most savy investors and we are looking for some advise regarding Northwestern and Fidelity. I recently retired and have 1.5M with Fidelity Wealth Management in their Strategic Advisors funds. We also have 1.5 M with Northwestern Mutual in and assortment of funds 70% Mutual funds and 30% bonds. We have been with Northwestern 20 years with good but not great returns. Fidelity would like us to transfer these funds to their Strategic Management advisors. Should we do same or keep separate going forward? Any comments would be appreciated.
Statistics: Posted by Chocorua58 — Thu Mar 28, 2024 9:07 am — Replies 6 — Views 364