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re: Need help with mom's finances + potential financial advisor issue

Posted on 1/20/26 at 5:45 pm to Paddyshack
Posted by OlGrandad
Member since Oct 2009
4454 posts
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Posted on 1/20/26 at 5:45 pm to Paddyshack
Vanguard Wellesley Income Fund
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Posted by lynxcat
Member since Jan 2008
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Posted on 1/21/26 at 7:48 am to LemmyLives
Robo firms are known for cash drag. Schwab got sued for it. They advertise a lower fee profile by carrying more cash than they should in the portfolio.
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