Attempting to time a move might do you more harm than good
Just as you can’t time the market, you can’t time a move to another firm—or, at least, you shouldn’t. Attempting to time a move to coincide with the amortization of a loan, the vesting of deferred comp or the attainment of a certain level of assets under management or production might do you more harm than good. If you believe that you are leaving chips on the proverbial table every day you stay with the wrong firm or model, then pushing a move off just doesn’t make sense.
