Recent content by redtail

  1. R

    Returns year to date

    My wife's thru Vanguard 11.5% Mine thru Fidelity 10.40 Both have a asset allocation of 40/60.
  2. R

    Recommendations of Fidelity No-Load, Low Cost Index Funds

    I wanted to thank everyone for their input, this will give me a good start picking out my index funds. Thanks.
  3. R

    Recommendations of Fidelity No-Load, Low Cost Index Funds

    They did not give me any recommendations, but I didn't ask either. I remember in one of the books either Berstein or Bogel, that the fund companies will try to push some hot funds, which are not necessarly the best. That's why I wanted to ask you guys.
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    Recommendations of Fidelity No-Load, Low Cost Index Funds

    I want to thank you guys for a wealth of information. I posted a couple of times last month for the first time about some doubts that I had with my finiancial advisior. Overwhelmly you guys said to let my financial advisior go, which I'm doing this week, and to read The Investor's Manifesto, and...
  5. R

    Retired at 55

    What book of Berstein would you recommend. Personally, in my portfolio, I would like to have all no-load mutual funds, with a little in cash to live on. Again, I want to thank everyone for their inputs on trying to help me out.
  6. R

    Retired at 55

    Thanks johnnie. I still live in Grand Rapids. Redtail must have another meaning that I don't know about. I picked that name because I'm a falconer, and I been flying redtail hawks now for 15 years. It's makes my retirement very enjoyable interacting with these birds of prey.
  7. R

    Retired at 55

    At first, he waned to see how the market was doing. The first year, 2009, it was 90% in cash, 2010 80% cash, now over 70% in cash. That is why I asked the question, I didn't think it was right to keep that much of my assets in cash. So I called him to move some of the money out of cash, to a...
  8. R

    Retired at 55

    Thanks everyone for your input. FYI, my FA works thru Fidelity, he is not employed thru Fidelity. Other than the cash, my stocks and bonds are in mutual funds. All my bonds are thru Pimco.
  9. R

    Retired at 55

    I just joined the forum, and this is my first post. I retired 3 years ago at 55. My company decided to pack up and send everything to China. That was OK, becouse the company was making money, and with their payout and my 401K, I had a just a little over 1 million to invest for retirement. I...
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