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Re: Help With Roth and Possibly Getting Rid of Financial Adv

The extreme degree of risk comment was probably stated wrong, I merely meant I would be willing to do a 90/10 or 80/20 split (or even 100% in equities). It wasn't a reference to some crazy idea about investing in weird metals, investing in Russia, going heavy on emerging markets, etc. Sorry about th...
by Tebowed
Wed Feb 13, 2013 11:26 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help With Roth and Possibly Getting Rid of Financial Advisor
Replies: 10
Views: 801

Re: Help With Roth and Possibly Getting Rid of Financial Adv

Thank you all for the replies. I will get back to you all on the 150k, I think rolling it all over to Vanguard will be the plan. I probably won't get around to it until May when I can really sit down and figure out a comprehensive plan. I definitely will come here with the plan when I come up with i...
by Tebowed
Wed Feb 13, 2013 9:59 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help With Roth and Possibly Getting Rid of Financial Advisor
Replies: 10
Views: 801

Re: The Perils of financial modeling with Excel

I use Excel for data entry and it is perfect. However, I understand there can be complications when you get sophisticated with it (such as with financial modeling).
by Tebowed
Wed Feb 13, 2013 12:54 am
 
Forum: Investing - Theory, News & General
Topic: The Perils of financial modeling with Excel
Replies: 42
Views: 2752

Help With Roth and Possibly Getting Rid of Financial Advisor

Background: I am a 25 year old currently in my last year of graduate school (I worked for 1 year between undergrad and grad school). When I graduate, I am looking to consolidate my finances and re-examine/allocate my current investments now that I will have a stable income. I worked during summers o...
by Tebowed
Wed Feb 13, 2013 12:46 am
 
Forum: Investing - Help with Personal Investments
Topic: Help With Roth and Possibly Getting Rid of Financial Advisor
Replies: 10
Views: 801

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