MRG
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Apr 9, 2013
- Messages
- 11,078
Had a call with my new Fidelity rep. How rude, my old guy retired and didn't tell me.
Since our move he couldn't really help anyway. New guy is a phone rep and likely we will never meet face to face. I like him, he asked a couple of very pointed questions about managed vs index funds. Much to my surprise he suggested moving out of the few managed funds I still have. He's sending a suggestion to review.
Based on a different thread here about advice on Roth vs. ACA subsidies I asked for input. His suggestion was a good CPA might help.
Afternoon was fun, UPS delivered a pair of snowshoes. Got to try them on the crusty snow on the ground, work great. I'm ordering another pair for DW now.
Since our move he couldn't really help anyway. New guy is a phone rep and likely we will never meet face to face. I like him, he asked a couple of very pointed questions about managed vs index funds. Much to my surprise he suggested moving out of the few managed funds I still have. He's sending a suggestion to review.
Based on a different thread here about advice on Roth vs. ACA subsidies I asked for input. His suggestion was a good CPA might help.
Afternoon was fun, UPS delivered a pair of snowshoes. Got to try them on the crusty snow on the ground, work great. I'm ordering another pair for DW now.