Hi Tom, Got a laugh out of that! Yep, if someone had told me a few bit of wisdom around the time my mother started needing help with her affairs, life would be a lot richer today. I would have moved her away from using a broker and learned to manage it myself rather than based on a broker's (self serving) advice. Oh, well. Live and maybe we'll learn, or at least be open to learning.
Best to you and yours, now and in the New Year,
Allen