@MarkMcGrathCFP This totally happened to us. Were sold seg funds in our early 20s when we didn’t know better and we had a 100% equity risk tolerance. As soon as we learned a few things getting out of our seg funds was the first thing we did. Then we fired the “advisor”.
@MarkMcGrathCFP@JasonWattBCC One of the first investments we were ever sold was seg funds when we had no idea what we were doing. Thankfully we got out of them as soon as we learned more