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Started By
Message
Talked with my financial consultant today
Posted on 6/15/21 at 4:34 pm
Posted on 6/15/21 at 4:34 pm
He made some interesting suggestions to take a more aggressive approach to my investment strategy.
Anybody want to look over my allocations and make recommendations to see if they match up with his?
This is my current allocation distribution. (excuse the picture quality)
Anybody want to look over my allocations and make recommendations to see if they match up with his?
This is my current allocation distribution. (excuse the picture quality)
14
Posted on 6/15/21 at 4:53 pm to ZaphodBeeblebrox
Sure. 100% VTSAX.
Posted on 6/15/21 at 4:54 pm to ZaphodBeeblebrox
you have way too many funds.
with 30K invested, pick 3
with 30K invested, pick 3
Posted on 6/15/21 at 5:11 pm to cgrand
quote:
you have way too many funds.
with 30K invested, pick 3
Or 2. Or 1. Otherwise intelligent people make investing out to be much more complicated than it needs to be.
Posted on 6/15/21 at 5:15 pm to ZaphodBeeblebrox
Not enough AMC...
Posted on 6/15/21 at 5:19 pm to ZaphodBeeblebrox
quote:
Talked with my financial consultant
embarrassing
This post was edited on 6/15/21 at 5:19 pm
Posted on 6/15/21 at 5:22 pm to ZaphodBeeblebrox
I agree with the too many funds comments.
I will assume you are fairly young, so you may consider putting it all in VT and call it a day.
Good luck.
I will assume you are fairly young, so you may consider putting it all in VT and call it a day.
Good luck.
Posted on 6/15/21 at 5:26 pm to ZaphodBeeblebrox
Baw ditch the white shoe etfs and decide your own fate
Mjwl pqeff stlhf ssft catv baw
Mjwl pqeff stlhf ssft catv baw
Posted on 6/15/21 at 5:30 pm to ZaphodBeeblebrox
quote:
Talked with my financial consultant today
Why do you need a financial consultant?
Pick a low-fee index fund and call it a day.
Posted on 6/15/21 at 5:36 pm to MrSpock
Buy a dividend blue chip and get rid of all of that trash.
Posted on 6/15/21 at 5:37 pm to cgrand
quote:
pick 3
Which of the three that are visible?
Posted on 6/15/21 at 5:40 pm to Cajun Cricket
I'm 45 and just started teaching five years ago. This is what is in my 403B that I recently converted to a 403B Roth.
Does that change your opinion?
Does that change your opinion?
Posted on 6/15/21 at 5:41 pm to MrSpock
quote:
Why do you need a financial consultant?
Poor choice of words? Account manager maybe a more appropriate term.
Posted on 6/15/21 at 5:42 pm to ZaphodBeeblebrox
Put it all in total stock market and reassess in 5 years
Posted on 6/15/21 at 5:42 pm to rocket31
quote:
embarrassing
Help me do better?
Posted on 6/15/21 at 5:45 pm to ZaphodBeeblebrox
quote:
Help me do better?
Put 15K each in 2 blue chip stocks with solid dividends.
Posted on 6/15/21 at 5:48 pm to ZaphodBeeblebrox
This financial consultant is taking your money. I see he put you in American Funds. A lot of the American Funds are "front loaded" to the tune of 5.75%. I would check on this if I where you.
I bet most of these funds he put you in are "loaded".
I bet most of these funds he put you in are "loaded".
Posted on 6/15/21 at 5:55 pm to frogtown
quote:
This financial consultant is taking your money. I see he put you in American Funds. A lot of the American Funds are "front loaded" to the tune of 5.75%. I would check on this if I where you.
I bet most of these funds he put you in are "loaded".
Nah.
This is a 403B plan. You can see the options available. Dude doesn’t get paid based on which one you choose. He gets paid based on the plans total assets.
That being said, this is a weird fund lineup. Vanguard total stock market index is probably your best bet.
This post was edited on 6/15/21 at 5:57 pm
Posted on 6/15/21 at 6:06 pm to slackster
quote:
Vanguard total stock market index is probably your best bet.
So are you saying put 100% into that fund?
Posted on 6/15/21 at 6:11 pm to ZaphodBeeblebrox
quote:
So are you saying put 100% into that fund?
I’m saying that’s a great core holding for US stocks. You may want some international stocks too, and New World and/or Euro Pacific might be suitable for your needs.
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