are you trading stks, ETF’s, etc in your IRA or simply got money in some mutual fds? if you’re trading in there, obviously you would want one with a comparatively low trading cost?
ET…what guidelines are you currently using for how you selected Investment Firm X?
This is obviously an IRA rollover since you are able to move it. Most of those are self directed…you put in whatever mutual funds/stock/bonds that you select.
Sound like you are looking for an advisor and that service varies with the amount of assets you have. Not asking about asset levels but it would seem that you have to focus on what level of service you want and how discretionary you are allowing them to be for you.
If the previous firm is churning your account, you may have a case against them.
quote:
I don’t have kids, but I happen to be offended by the term crotchfruit
it’s a term of endearment. besides, i dont use that term anymore. i call them bugs these days.
*rob*
bococaland? Uh-oh. Cobble- stay calm 🙂
Fidelity is good. I wouldn’t choose Schwab only because they have those really annoying commercials.
benson, welcome back. Someone made disparaging remarks about Italian style meatballs this morning but it wasn’t me 🙂
Sorry to hear about your daughter- I hope she’ll be all right.
blowfish- I liked the Blackbird on the opening page.
Yes, ET, you need a Financial Advisor, like lfw says.
Thank you, Benson, good advice.
Hope your trip is better than you expect, and also that your daughter is well. Life can be a hard row to hoe sometimes.
are you trading stks, ETF’s, etc in your IRA or simply got money in some mutual fds? if you’re trading in there, obviously you would want one with a comparatively low trading cost?
waaaaa i’m offended by the term hipster and gentrification and sarah palin and cat
😉
ET…what guidelines are you currently using for how you selected Investment Firm X?
This is obviously an IRA rollover since you are able to move it. Most of those are self directed…you put in whatever mutual funds/stock/bonds that you select.
Sound like you are looking for an advisor and that service varies with the amount of assets you have. Not asking about asset levels but it would seem that you have to focus on what level of service you want and how discretionary you are allowing them to be for you.
If the previous firm is churning your account, you may have a case against them.