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Received a significant amount of various stocks in an inheritance that are in Fidelity. Fidelity wants/offered me to meet with an advisor. Should I?
Received a significant amount of various stocks in an inheritance that are in Fidelity. Fidelity wants/offered me to meet with an advisor. Should I? My father who was a CPA and personal estate planner had invested significantly in the stock market. After both he and my mother passed away I received half of the stocks he invested in (lots of blue chip companies, most of which I have heard of). He was very smart in the market and had no need for an advisor. I on the other hand know very little...
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