I have a trust with the assets invested by a bank. Unfortunately, I’m not stock savvy but we are sitting around the same amount as 10 years ago.
There’s 4.05% cash and equivalents, 31.54% fixed income, 55.59% equity and 8.82% alternative investments.
The only trades they did in the month of July were Vanguard Total International Bond Index, Columbia Short Term Cash Fund, Federated Hermes High Yield Fixed Income and that’s it.
Any thoughts? Also, is there such a thing where I can have a financial advisor that would be willing to review these investments?
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