chinaco
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Feb 14, 2007
- Messages
- 5,072
DW has access to one from the company that manages her companies 401k, PST,ESOP, etc. (it was free, no charge. We can use him again if we feel the need.)
It was helpful mainly for some tax advice. He saw the portfolio allocation for our assets. He had no problems with it. He made a few insightful suggestions. The only thing he was less enthusiastic about was indexing... naturally he was an active fund proponent.
It was good to get some reflection on the basic plan... and great to have a little independent confirmation about my approach.
In the end... he was espousing the same general stuff anyone would read in a general investment/retirement planning book. Except for a few tax related thoughts (which I already about).
It was helpful mainly for some tax advice. He saw the portfolio allocation for our assets. He had no problems with it. He made a few insightful suggestions. The only thing he was less enthusiastic about was indexing... naturally he was an active fund proponent.
It was good to get some reflection on the basic plan... and great to have a little independent confirmation about my approach.
In the end... he was espousing the same general stuff anyone would read in a general investment/retirement planning book. Except for a few tax related thoughts (which I already about).