Recent content by ctly8b

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    Evaluate My Portfolio: Concerns about advisor

    Also, with Index funds, is it something that you can contribute to on a regular monthly basis, or are you better off investing a lump sum?
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    Evaluate My Portfolio: Concerns about advisor

    Thanks for your input. I don't expect to touch the investments in the next 10 years (that's the plan, at least). I have somewhat flexible options in choosing funds for my 401K, but I am not sure what it would cost for me to change the distribution to other funds, so I am hesitant to do so...
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    Evaluate My Portfolio: Concerns about advisor

    Hi All, I am 27 and am about to get married. I am at a point where I want a real evaluation of my current portfolio. I have an adviser, but I am low on the totem pole compared to his other clients and do not feel like I get a thorough explanation of my investments, or help with long term goals...
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