Search found 3 matches

by lizzy10
Tue May 02, 2017 8:39 pm
Forum: Investing - Help with Personal Investments
Topic: HELP Getting Out of Managed Account & 403B
Replies: 2
Views: 377

HELP Getting Out of Managed Account & 403B

14 months ago (after 41 years of saving & investing, as we knew from the beginning,we would not have pensions), my husband and I liquidated all of the assets we had in various IRAs and a 401K and placed them into a "managed account" (moderate risk category) with TIAA, paying a .75% man...
by lizzy10
Fri Apr 21, 2017 8:08 pm
Forum: Investing - Help with Personal Investments
Topic: How to Track Previous Portfolio Performance in Keeping Pace with the Market
Replies: 6
Views: 700

Re: How to Track Previous Portfolio Performance in Keeping Pace with the Market

Thank you all thus far for your prompt responses, the the link for the advice for asking portfolio questions and the Portfolio Visualizer. I have some work to do. I also have additional questions on our situation and will post them when I get my bearings in this forum. The Portfolio Visualizer looks...
by lizzy10
Fri Apr 21, 2017 5:38 am
Forum: Investing - Help with Personal Investments
Topic: How to Track Previous Portfolio Performance in Keeping Pace with the Market
Replies: 6
Views: 700

How to Track Previous Portfolio Performance in Keeping Pace with the Market

Hi, Brand new to this forum and glad to be here. In March of 2016, my husband and I consolidated 900K of our IRA assets into a "managed account" (moderate risk category) that I do not believe is doing that well. I know that the equity market has done very well during the past 13 months and...