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Old 04-01-2014, 04:29 PM   #61
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
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Exactly. This forum is worth every penny I spend on it - and more.
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Old 04-02-2014, 11:20 AM   #62
Thinks s/he gets paid by the post
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Quote:
Originally Posted by crispus View Post
Went into CS office today. The salesman looked over my current portfolio and asked me why I was paying someone for such a boiler plate index portfolio. Same question I've gotten from this forum.

Meeting with current advisor tomorrow morning with 90% chance of firing him. Why the 10% chance. If he can convince me of the value he provides, other then not having to be active in my investment decisions.

Attachment 18533

Photo today in The Villages FL
Crispus-

Looking at this picture, I can tell that you are FAR away from the center of the fairway and the short grass (where you want to be). Seems like a good analogy for your current FA situation: you're FAR away from where you want to be, in the center of the investing 'fairway' where the short (no) fees are.
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Old 04-02-2014, 05:07 PM   #63
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"How about if I ask FA to lower their fees to .375 %."

You asked, we answered - somewhat unanimously, it seems ( sorry if I missed anyone). Time to make YOUR decision...
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