Latest in Adviser Norman Lear
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JD Vance’s Senate Office Fires Key Adviser Who Posted About Drug Use on Reddit
“Those posts were written in good humor and didn't hurt anybody,” says Aaron Kofsky, who advised Vance on crypto and banking policy, of posts in which he wrote about using cocaine, kratom, and ...Tech - Wired - 2 days ago -
I’m 70 and started taking Social Security. My adviser said forget about Roth conversions — take a cruise instead. Is that crazy?
“I was quite surprised to hear this approach. Have others gotten this kind of financial advice?”Business - MarketWatch - October 19 -
‘I wish Dad were here’: I received $500,000 after my late father’s wrongful-death lawsuit. My adviser suggests annuities. How do I invest it?
“I do not want incredibly high-risk investments. I want moderate risk, but something statistically stable.”Business - MarketWatch - October 27 -
‘I don’t trust my financial guy.’ I’m 67 and trying to live on $2.2K-a-month Social Security. I have $500K with an adviser, who charges 2%, but last year the return was 26%. What’s my move?
We spotted a lot of too-common red flags.Business - MarketWatch - 6 days ago