Kevin, I’m a retired CTA and started managing our retirement portfolios that we had with a large wealth management fund. The fund was a classic 60/40, which was very overweighted with high beta stocks. By self directing the rollover accounts, we’re saving about 10K a year in management fees and have direct control over the portfolio exposure. Obviously, having been a CTA and working in futures, I really didn’t know that much about stocks and bonds. I am just getting familiarized with the TOS platform. These basic courses are needed even for us former financial professionals who are coming from a different place in the world of finance.
Kevin, I’m a retired CTA and started managing our retirement portfolios that we had with a large wealth management fund. The fund was a classic 60/40, which was very overweighted with high beta stocks. By self directing the rollover accounts, we’re saving about 10K a year in management fees and have direct control over the portfolio exposure. Obviously, having been a CTA and working in futures, I really didn’t know that much about stocks and bonds. I am just getting familiarized with the TOS platform. These basic courses are needed even for us former financial professionals who are coming from a different place in the world of finance.
So glad to hear this! Thanks for watching ^KH