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    Financial advisor performance - benchmarking my time wieghted RoR since May 2019

    @loveisintheairkathryn Also, I just looked up some numbers for you to try and give you an actual answer to your question. My 5 year annualized performance in an 85% stock allocation retirement account managed by a financial advisor is 6.4%
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    Financial advisor performance - benchmarking my time wieghted RoR since May 2019

    @loveisintheairkathryn You’re looking for a black and white answer and there isn’t one, at least not without a lot more info. You say in a comment you are currently 80% allocated to stocks, which is probably close to appropriate for someone in their 40s. Was there a conversation about risk...
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