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REDDIT

Can the community gut-check me on my investment mix?

C
Feb 21, 2025 · 14:04

We recently separated from our financial advisor. I've been reading up on proper long-term investing strategies and am wondering how our advisor left us. There are two accounts below: brokerage acct for myself and brokerage acct for my wife. We also have our own 401ks but I am feeling confident about those.


[Imgur link](https://imgur.com/a/s2WwJp1)

We are both in our mid 30s and simply trying to put away money. We're with Schwab.

My account first, wifes acct is second. Ignore the one-off weed stock, that is leftover from some silly stock picking and I am still scratching my head why the advisor didn't do something about it. There is a decent amount in our respective SWVXX which is part of our emergency fund.

Thanks for any input.

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