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Wow, thanks for the responses everyone. You've given me some good general directions to pursue. After having re-read what I wrote, I see how the context could be misconstrued. Of course it's not a matter of him being ignorant or me attempting to treat him like a child; it's just that the prospect of...

My father in law is a family physician who has been practicing in Maryland for 25-30 years. He's beginning to contemplate retirement in the near future but has confided in me and my wife that he doesn't know how to do so. He is intimidated by the prospect of selling the practice and the difficulty t...

There's been a lot of talk in the media lately about the potential for the bond market to 'blow up', particularly should interest rates suddenly rise sharply. Bonds make up a decent percent of my investment portfolio at the moment, so I'm curious as to what this 'blow up' would look like. I'm somewh...

Is anyone aware of a good book on building everyday negotiating skills? After scouring Amazon, there are four I'm considering: Influence - Cialdini Bargaining for Advantage - Shell Getting to Yes - Fisher The Negotiating Game - Karrass Is any one better than the others? Do you have any other titles ...

tfb, you're absolutely right. But according to the rep in this case the fee structure was instituted a few years after the account was opened and went unnoticed until recently. I would think no small peanut investor in their right mind would open a new account with UBS under their new fee paradigm.

Thanks for the well thought out suggestion, nisiprius. I'll give it a shot and let you all know how it turns out when (if?) I get a response.

I just got off the phone with the UBS representative. Yep - all accounts at UBS have a $75 fee, plus all accounts under $75G are hit with an annual $95 fee = $170. There is no recourse. I briefly wondered how they manage to stay in business with so many better investment options out there until I re...

In an effort to get our investments actively monitored and under control, my wife has become comfortable with handing me year-end statements for a few investment accounts she's accumulated over the years. For the most part her disinterest has not really cost her, but I think that happy streak may ha...