David (caller)

David, a caller from Indianapolis, dives into a discussion about his lackluster investment returns and his relationship with his financial advisor. He highlights concerns over weak growth and unproductive fund choices. The conversation touches on the necessity for clients to understand their investments and the advisor's role in educating rather than merely managing. They also explore the idea of whether financial advisors provide enough value compared to passive investment options, like Vanguard, alongside discussing the importance of accountability and collective fund selection.