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Novice Indexer With Interest in Ethical Investing

I joined the forum a year ago and received helpful information on getting out of the high fees with a full service broker. Although I have not eliminated my connection to the advisor on approximately 1/3 of my investments, I have converted the biggest part of my retirement reserves from a company pl...
by Longshadow
Fri Jan 03, 2014 3:26 pm
 
Forum: Investing - Help with Personal Investments
Topic: Novice Indexer With Interest in Ethical Investing
Replies: 9
Views: 738

Re: Change from Full Service Advisor To Passive Management?

A quick update: I have been educating myself reading the suggested resources by the folks who responded (waiting for some other information to arrive from the library and from Amazon). I had a meeting with the advisor on investing my 401K through her and discussing my general concerns over actively ...
by Longshadow
Tue Feb 05, 2013 1:05 pm
 
Forum: Investing - Theory, News & General
Topic: Change from Full Service Advisor To Passive Management?
Replies: 14
Views: 1228

Re: Change from Full Service Advisor To Passive Management?

I really appreciate the quick and informed responses to my questions. I feel lucky to have found this forum.
by Longshadow
Tue Jan 29, 2013 12:41 pm
 
Forum: Investing - Theory, News & General
Topic: Change from Full Service Advisor To Passive Management?
Replies: 14
Views: 1228

Change from Full Service Advisor To Passive Management?

I am new to this forum and am looking for some general advice. I was not successful managing my own investments in my 401K (emotional investor), was unsure how to create a balanced porfolio with the rest of my investments outside the 401K, was not sure how much money I would have or need in order to...
by Longshadow
Mon Jan 28, 2013 8:57 pm
 
Forum: Investing - Theory, News & General
Topic: Change from Full Service Advisor To Passive Management?
Replies: 14
Views: 1228

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