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List of funds ROTH ARTMX JAGIX PCVBX TDF PHLAX PUFBX SIMPLE CVGRX RYOTX CIVIX PTSCX FLMVX CTCAX DODFX FLSAX –Fidelity Advantage Leverage Co. Stock KNPAX JPIVX VWNFX TAXABLE NYVCX

Funds performance graph My game plan is to hold the stocks the FA bought me at least a year to help diminish tax gains and then sell (or keep). I lost big time on Fannie/Freddie he bought me so those losses should help offset any gains, albeit small, I would gain on those individual stocks...

Front/Back end fees I was told by my soon-to-be FA that I was not charged front end/back end fees with my funds in my retirement accounts (SIMPLE/ROTH IRAs) Does this sound right? Thanks,

Index Funds vs ETF's in retirement accounts I have read that Bond/REIT/High Dividend ETF's and actively managed funds are best kept in your retirement accounts. Would you also include (and prefer) index funds in retirement accounts?

Fees in retirement account trading Am I right to think there are no tax consequences trading in my retirement accounts (Roths,SIMPLE,401k)? Only consequences for taking money out eary and the usual buying/selling fees/back end fees (if applicable).

I recently made up my mind to leave my financial advisor and take care of my family's investments myself. The main reason for leaving my broker is to reduce my costs ~ advisor fees & actively managed mutual fund fees ~ and take control of my investments. Currently my wife and I have several...