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Re: Trying to learn-- near retirement-TIAA CREF [Portfolio H

Hoppy08520- thank you for your careful look at my portfolio and suggestions. I think next step for me it to explore with benefits office on the moving of some of the funds in my 403B account to simplify-- i.e. find out what is allowed and what is not. Headed out of town for series of work-related ob...
by BlueBike2011
Wed Feb 13, 2013 6:38 pm
 
Forum: Investing - Help with Personal Investments
Topic: Trying to learn-- near retirement-TIAA CREF [Portfolio Help]
Replies: 11
Views: 1300

Re: Trying to learn-- near retirement-TIAA CREF [Portfolio H

Hoppy08520, I agree that I have too many accounts. a bit confused on how to consolidate. believe some cannot be done until I turn 59/60 but could be wrong. The history is that I've consistently contributed to 403B at my work . originally I followed advisors who recommended Lord Abbett, Calvert, and ...
by BlueBike2011
Mon Feb 11, 2013 10:09 am
 
Forum: Investing - Help with Personal Investments
Topic: Trying to learn-- near retirement-TIAA CREF [Portfolio Help]
Replies: 11
Views: 1300

Re: Trying to learn-- near retirement-TIAA CREF [Portfolio H

Pingo- thanks for suggestion on editing title of post-- done. also very meaty thread that you linked me to. will have to reread multiple times to get full value but already helpful.
by BlueBike2011
Thu Feb 07, 2013 9:17 am
 
Forum: Investing - Help with Personal Investments
Topic: Trying to learn-- near retirement-TIAA CREF [Portfolio Help]
Replies: 11
Views: 1300

Re: Trying to learn-- near retirement [Portfolio Help]

I provided the symbols & expense ratios (in parenthesis) for accounts except TIAA CREF. I can look up the expenses ratios but as far as ticker symbols, I read this: "There are no ticker symbols associated with the CREF accounts because they are not publicly traded." Pingo, thanks for s...
by BlueBike2011
Tue Feb 05, 2013 6:41 pm
 
Forum: Investing - Help with Personal Investments
Topic: Trying to learn-- near retirement-TIAA CREF [Portfolio Help]
Replies: 11
Views: 1300

Trying to learn-- near retirement-TIAA CREF [Portfolio Help]

I am hoping to get some feedback about my portfolio. I believe I've put it in the appropriate format but let me know if something is missing or looks incorrect. I have been consistent at saving and investing but would not consider myself highly knowledgeable. I've read some of the Boglehead books, p...
by BlueBike2011
Fri Feb 01, 2013 6:18 pm
 
Forum: Investing - Help with Personal Investments
Topic: Trying to learn-- near retirement-TIAA CREF [Portfolio Help]
Replies: 11
Views: 1300

thanks for the advice & comments. I have checked out the SmartMoney & Kiplinger reviews on discount brokers. Will think more about which fits my needs best. more details on my situation are that broker acct is almost all stocks (about 40 companies, diversified sectors,~200K gain in value ove...
by BlueBike2011
Wed Jul 06, 2011 10:21 pm
 
Forum: Investing - Help with Personal Investments
Topic: broker managed vs discount broker
Replies: 4
Views: 542

broker managed vs discount broker

I have been a 'buy and hold' kind of stock investor for 25 years using a local broker and paying commissions on each trade. Since I sometimes do not trade at all in a given year but other times maybe at top 10 trades/year, the cost has not been high. Now the broker is changing to fee based on total ...
by BlueBike2011
Wed Jul 06, 2011 12:20 pm
 
Forum: Investing - Help with Personal Investments
Topic: broker managed vs discount broker
Replies: 4
Views: 542

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