Re: OT: Where to get info on Separately Managed Accounts? - Saab General Bulletin Board - Saabnet.com
The banner above is an advertisment - if it asks you to download software, please ignore.
Site News -
4/9 Saab Owners' Convention Day Pass Raffle |
3/26 M Car Covers (by State of Nine)
[General |
Members |
C900 |
9000 |
NG900 & OG93 |
93 |
95 |
NG95 |
99 |
Sonett |
Vintage Models |
Clubs |
Other Cars |
FAQs |
Gifts |
Member Photo Galleries |
Member Directory |
Classifieds |
Manuals |
*Buddy Registry |
*Mileage Registry |
Polls |
What's New |
Raffle |
Photo of the Month |
Sponsors]
[Main General Bulletin Board | BBFAQ |
Prev by Date | Next by Date | Post Followup ]
Member Login / Signup - Members see fewer ads. - Latest Member Gallery Photos
Re: OT: Where to get info on Separately Managed Accounts?
Posted by Dick in Falls Church [Email] (more from Dick in Falls Church) on Mon, 28 Mar 2016 08:57:53
In Reply to: OT: Where to get info on Separately Managed Accounts?, MI-Roger [Profile/Gallery]
, Wed, 23 Mar 2016 17:32:15
Members do not see ads below this line. - Help Keep This Site Online - Signup
Well, you are already well ahead of most people in that you have a Financial Planner. If you are happy with him, probably best to take his advice.
You can always seeka second opinion (though I'm not real sure that asking your co-workers, church or organization members, or internet readers really qualifies for sound advice.
I ran my own stuff for many years, but as age creeps up I accepted my wife's request and set up account with a financial planning firm (Edelman, to whom I have listened for about 15 years and tended to agree with). Kept some stuff myself for various reasons, which our rep agreed with. Have done OK so far.
I would be cautious if the new separate account was going to be invested primarily in mutual funds--double management fees.
Good luck.
posted by 68.98.15...
Posts in this Thread:
- OT: Where to get info on Separately Managed Accounts?, MI-Roger , Wed, 23 Mar 2016 17:32:15
- Re: OT: Where to get info on Separately Managed Accounts?, Dick in Falls Church, Mon, 28 Mar 2016 08:57:53 <-- Viewing This Message
- Re: OT: Where to get info on Separately Managed Accounts?, Gary_g, Sun, 27 Mar 2016 17:55:45
- Re: OT: Where to get info on Separately Managed Accounts?, Dick in Falls Church, Sun, 27 Mar 2016 14:38:51
- Re: OT: Where to get info on Separately Managed Accounts?, Cary, Thu, 24 Mar 2016 17:01:45
Members do not see ads below this line. - Help Keep This Site Online - Signup
Post a Followup
No Site Registration is Required to Post - Site Membership is optional (Member Features List), but helps to keep the site online
for all Saabers. If the site helps you, please consider helping the site by becoming a member.
StateOfNine.com
|
SaabClub.com
|
Jak Stoll Performance
|
M Car Covers
|
Ad Available
|
Random Saabnet.com Member Gallery Photos (Click Image)
This is a moderated bulletin board - Posting is a privilege, not a right.
Unsolicited commercial postings are not allowed (no spam). Please, no For Sale or Wanted postings, SERIOUSLY.
Classifieds are to be listed in The Saab Network Classifieds pages.
This is a problem solving forum for over 250,000 Saab owners, so expect to see
problems discussed here even though our cars are generally very reliable. This is not an anything goes
type of forum. Saabnet.com has been a moderated forum since 1988. For usage guidelines, see the
Saabnet.com Mission and Purpose Page. Please remember that you are
not anonymous. Site Contact | Site Donations | Other Sites by SP -
Poverty2Prosperity.org | Run Club Menlo Park | ScreenBot
Site Members do not see red text instructions, bottom of the page anchor ads, or box ads.
Click here to see all
the Site Membership Benefits!