Beat the Bank: Your Stories

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Please consider helping other investors by sharing your own Beat the Bank story. Learning about your experiences will benefit your fellow subscribers!

My aim is to summarize and anonymously share your Beat the Bank stories in an upcoming email.  Can you share thoughts on the following?

-When did you make the switch? Or are you hesitating?
-Was the interaction with your former advisor uncomfortable? How did you deal with it?
-Was the actual transfer process a hassle?
-Did you switch to DIY, AIY, Robo or a new advisor?
-Pluses and minuses of making the move?
-Overall, are you happy you made the change?
-Is there anything you would have done differently?
-Other comments, tips you can share?
 
To share your story, just reply to this email. To those who kindly responded to a similar request in 2019, it would be great to get an update from you!
 
I will share the results with all of you in an upcoming email.

Thanks very much!
 
Larry

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