04-29-16, 11:15 AM | ||
VF Supporter
Join Date: Jan 2005
Location: Texas, and Mississippi
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05-01-16, 05:52 PM | |
Join Date: Dec 2002
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Just caught a few minutes of Ric Edelman's show again. He said ETFs are cheaper than some mutual funds and Charles Schwab was going to stop recommending them. Don't know the details.
Meanwhile you can talk to an advisor for free at 1888-PLAN RIC. Someone will give you an overall opinion on your portfolio. Don't know what details you need to give them but for free it's worth a shot. Obviously you will have to pay if you need more detailed advice. But nurses get FREE financial plans! I've heard people do this on the radio show and Ric will tell you if he thinks your financial advisor is giving you good advice. Some actually do! He also mentioned there is a government website where you can look up a financial advisor or company and see if they've been cited for wrongdoing. Don't know the name unfortunately. Edelman Financial Services was named #1 Independent Financial Advisor by Barron's. More info on the website. I seem to recall Suze Orman and Jim Kramer (TV guy) being criticized for their advice during the crash of '08.
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“It is no measure of health to be well adjusted to a profoundly sick society.” Krishnamurti |
05-01-16, 06:16 PM | |
Join Date: Mar 2014
Location: Arkansas
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Check out Computershare at: https://www-us.computershare.com/inv...a=0&stype=dspp
You'll see a list of companies that sell their stock directly to the investor.
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Carol "You speak of what you need, but you say nothing of what you are needed for." |
05-02-16, 09:57 AM | |
Join Date: May 2002
Location: Spiritual Bliss
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Thank you for the additional comments / suggestions. I did a lot of research over the weekend. I'm going to call my contact at Vanguard today to see what my options are (outside of my employer's 401(k)) and go from there. It has been kind of fun learning about this, thanks to all you wonderful ladies here.
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05-02-16, 12:09 PM | ||
Join Date: Oct 2007
Location: Hiawatha, IA
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Kelly 2015 Goals: $ per workout: $0/$300 Complete 3.5 month STS rotation Complete half marathon |
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05-02-16, 03:53 PM | |
Join Date: Dec 2002
Location: Sweet Home Alabama
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Just FYI, Vanguard had an REIT Index Fund! And if you have "a lot" of money, you can invest in their "Admiral" class funds vs. their "Investor" class funds ... the expenses are lower, so you get to "keep" more of your money. (For example: Vanguard REIT Index Fund Investor Shares (minimum investment = $3K; expense ratio = 0.26%), Vanguard REIT Index Fund Admiral Shares (minimum investment = $10K; expense ratio - 0.12%, and Vanguard REIT ETFs (expense ratio = 0.12%) This is true for a lot of their funds (Investor shares vs. Admiral shares.)
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Debbie Don't wish for it. Work for it. |
Tags |
financial health, off-topic, stocks, way off topic |
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