Quote Originally Posted by IMhooked View Post
Bassin08 you seem back and forth. What are you looking to accomplish as a financial goal that will provide you emotional well-being and happiness? More money? Then yes get your $ moving out of low-return investments. Understand this comes with more risk but the risk must be worth the reward. You often times can't have both especially when you are in the late innings of the "game".

Is the return making you unhappy or do you simply require more?

What would an ideal meeting with a financial advisor look like? What would be the resulting plan of action moving forward?
No, I don’t require more. I am just exploring my options to see if there is a different way to improve on what I am doing now. When I was working, we worked under a method (MFCI) “managing for continuous improvement”. I guess that thought process never left me.