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03-18-2011, 07:50 PM
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#61
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Dryer sheet aficionado
Join Date: Feb 2011
Posts: 34
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I should also say that the sole purpose for managing your own money is that you save whatever management fees you may pay otherwise. People that use asset managers also know "where their money is" at all times. The money is going to be under custody somewhere. There are many asset manager relationships where you will be included in your allocation discussions.
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03-19-2011, 07:58 AM
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#62
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Dryer sheet wannabe
Join Date: Feb 2011
Posts: 23
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I think I have a pretty "solid education in this". I have been managing my own money for 17 years and am comfortable in doing so. But it's always good to receive others views and input...but am simply reluctant to give up control. As I have views on the Mkt and know my own risk tolerance better than some pm. But as I said there is a guy I sit down with once a year to review my portfolio allocation...but candidly we have strongly opposing views on things. But I still feel good that I have listened to his view. always am interested in hearing other views even if I disagree with them.
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12-19-2015, 06:47 PM
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#63
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Dryer sheet wannabe
Join Date: Feb 2011
Posts: 23
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FYI - I did it! I retired 2 weeks ago...took me longer than I wanted but it finally arrived. I'm now focused on the next steps. Want to thank everyone that responded to this thread a few years ago and helped me think through things!
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12-20-2015, 04:47 AM
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#64
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Thinks s/he gets paid by the post
Join Date: Feb 2014
Location: South central PA
Posts: 3,486
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Congratulations!!!
Sent from my iPhone using Early Retirement Forum
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12-20-2015, 09:16 AM
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#65
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Moderator
Join Date: Jul 2010
Posts: 7,946
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Excellent, GoBlue! Hope to see you hanging out here more often now 
BTW, what color blue?
__________________
"One of the funny things about the stock market is that every time one person buys, another sells, and both think they are astute." William Feather
----------------------------------
ER'd Oct. 2010 at 53. Life is good.
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12-20-2015, 09:22 AM
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#66
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Moderator Emeritus
Join Date: Aug 2007
Location: Northern Illinois
Posts: 16,603
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Congrats, Blue!
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12-20-2015, 06:55 PM
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#67
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Dryer sheet wannabe
Join Date: Feb 2011
Posts: 23
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Thanks!! Feels good to have it over! Now focused on what's next!
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12-21-2015, 08:04 AM
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#68
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Full time employment: Posting here.
Join Date: Sep 2014
Posts: 645
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I assume the "GoBlue" is Michigan. Good to see a UM alum succeed.
Have the day you deserve, and let Karma sort it out.
Sent from my iPad using Early Retirement Forum
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12-22-2015, 10:48 AM
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#69
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Recycles dryer sheets
Join Date: May 2014
Posts: 145
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Congrats!
Sent from my iPad using Early Retirement Forum
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12-22-2015, 10:53 AM
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#70
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Thinks s/he gets paid by the post
Join Date: Feb 2010
Location: Cavalier
Posts: 2,317
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Congratulations!
__________________
"Don't take life so serious, son. It ain't nohow permanent." Pogo Possum (Walt Kelly)
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01-15-2018, 08:54 AM
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#71
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Dryer sheet wannabe
Join Date: Feb 2011
Posts: 23
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Well its been 2 years and a couple of months since I retired. After spending a year abroad, we have moved back to the US. I just wanted to thank everyone for their advice. I have taken some of it and thought carefully about some of the advice that was given that I didn't take. I do now have a professional advisor managing my muni/bond portfolio and now do have a manager for a chunk of my equities. And given the markets, my total portfolio has experienced significant appreciation. and the portfolio (with rents on the Real Estate) without touching the principal has provided the $240k+ after tax that we needed. just wanted to say thanks.
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01-15-2018, 09:31 AM
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#72
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Thinks s/he gets paid by the post
Join Date: Mar 2004
Posts: 3,433
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 Quote:
Originally Posted by Goblue1972
Well its been 2 years and a couple of months since I retired. After spending a year abroad, we have moved back to the US. I just wanted to thank everyone for their advice. I have taken some of it and thought carefully about some of the advice that was given that I didn't take. I do now have a professional advisor managing my muni/bond portfolio and now do have a manager for a chunk of my equities. And given the markets, my total portfolio has experienced significant appreciation. and the portfolio (with rents on the Real Estate) without touching the principal has provided the $240k+ after tax that we needed. just wanted to say thanks.
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Thanks for the update. Glad to hear that you retired. Enjoy. 
omni
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