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Re: Fee questions for existing advisor

Great info -- thank you. Going in Tuesday.
by aNYTechie
Fri Jul 05, 2013 11:15 am
 
Forum: Investing - Help with Personal Investments
Topic: Fee questions for existing advisor
Replies: 11
Views: 897

Re: Company Sale - 6 months later

livesoft wrote:When you called your sales rep, were you thinking "Sell now!" or were you thinking "Things on sale! Buy Now!"?


Haha -- it was more of, "what the hell is happening and what do we do?"
by aNYTechie
Thu Jul 04, 2013 1:40 pm
 
Forum: Investing - Help with Personal Investments
Topic: Company Sale - 6 months later
Replies: 43
Views: 3397

Fee questions for existing advisor

So after some great help on another post -- http://www.bogleheads.org/forum/viewtopic.php?f=1&t=119073 -- I'm going to sit down with my advisor and review things, followed by me probably leaving to either manage the portfolio myself or use of one of the recommended fee-based advisors. As my curr...
by aNYTechie
Thu Jul 04, 2013 1:38 pm
 
Forum: Investing - Help with Personal Investments
Topic: Fee questions for existing advisor
Replies: 11
Views: 897

Re: Company Sale - 6 months later

Thanks again for everyone's input. Love the perspective provided. NPE -- appreciate your input as it sounds very similar indeed, just a bit further along the path than I am. Couple thoughts rather than individual replies... I've read a ton of posts on the "popular" fee-based advisors and t...
by aNYTechie
Thu Jul 04, 2013 1:27 pm
 
Forum: Investing - Help with Personal Investments
Topic: Company Sale - 6 months later
Replies: 43
Views: 3397

Re: Company Sale - 6 months later

54 mutual funds and ETFs??? You have to be kidding!? That is ridiculous. It's close to a mathematical impossibility for a portfolio holding this many funds to earn the return you'll get with a simple all index fund portfolio and that's before paying the adviser his 1% fee. Read Scenario 4 of this w...
by aNYTechie
Tue Jul 02, 2013 9:25 pm
 
Forum: Investing - Help with Personal Investments
Topic: Company Sale - 6 months later
Replies: 43
Views: 3397

Re: Company Sale - 6 months later

First off, thank you all for the thoughtful replies. I need to find some time to post during the day! Hah. Apologies for the long post, replied to a few individuals throughout. Will def check out the Three Fund Portofolio. One of the asset allocation books (not sure which one off the top of my head)...
by aNYTechie
Tue Jul 02, 2013 8:20 pm
 
Forum: Investing - Help with Personal Investments
Topic: Company Sale - 6 months later
Replies: 43
Views: 3397

Company Sale - 6 months later

A brief overview of my status before I dive in to the questions. Married, 35, live in NYC. I recently sold a large portion of my tech company about half a year ago from which I received $3m net cash (I paid taxes on it this past April). Prior to this I had no money saved (everything was in the busin...
by aNYTechie
Mon Jul 01, 2013 11:37 pm
 
Forum: Investing - Help with Personal Investments
Topic: Company Sale - 6 months later
Replies: 43
Views: 3397

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