freedomatlast
Thinks s/he gets paid by the post
- Joined
- Oct 27, 2013
- Messages
- 1,193
A coworker recently approached me looking for investment help. From a previous job, he has rolled his 401K from that job into an iRA with Schwab.
He had me take a quick look at the funds the investment advisor put him in. In all, there's at least 15 different funds ranging from small cap, mid cap, REIT's, foreign, you name it, all actively managed with fees to match.
I wanted to suggest a three fund portfolio of index funds from Schwab including a stock fund equivalent to VTSAX,
I know there are some some folks on here that use Schwab and are familiar with their fund offerings and was hoping for some suggestions for him.
He had me take a quick look at the funds the investment advisor put him in. In all, there's at least 15 different funds ranging from small cap, mid cap, REIT's, foreign, you name it, all actively managed with fees to match.
I wanted to suggest a three fund portfolio of index funds from Schwab including a stock fund equivalent to VTSAX,
I know there are some some folks on here that use Schwab and are familiar with their fund offerings and was hoping for some suggestions for him.