Search found 7 matches

by SomedaySoon
Wed Jul 31, 2019 11:21 am
Forum: Personal Consumer Issues
Topic: 3 Days in Seattle
Replies: 24
Views: 1606

Re: 3 Days in Seattle

Recommend Argosy cruises tour of Lake WA... its a great overview of the city, great tour plus bonus - view of mr gates house.
by SomedaySoon
Thu Jan 24, 2019 11:46 pm
Forum: Personal Consumer Issues
Topic: Where to stay in Naples, Italy and along Amalfi coast
Replies: 36
Views: 2331

Re: Where to stay in Naples, Italy and along Amalfi coast

We stayed in the Grand Hotel in Sorrento... it was fabulous and I'd highly recommend it and did a day trip to Positano. You can do a day trip to Capri, or plan to stay there.

We didn't make it to Naples, although the train station was enough.
by SomedaySoon
Fri Jun 29, 2018 11:04 pm
Forum: Personal Finance (Not Investing)
Topic: Deferred Comp good idea?
Replies: 25
Views: 3182

Re: Deferred Comp good idea?

I have the same option at my Megacorp. For several years - I chose not to participate - as I was too worried about the risk. I'd heard the horror story of a senior partner at Arthur Andersen "losing it all". I now participate - however - I don't go "all in"... I think the key is putting enough away ...
by SomedaySoon
Sat Jun 16, 2018 4:25 pm
Forum: Personal Consumer Issues
Topic: African Safari: Worth it or Hype?
Replies: 83
Views: 12769

Re: African Safari: Worth it or Hype?

Worth It. Did the trip with my wife several years ago... went to Arusha, Lake Manyara, Ngorongoro, Serengeti. Camped in the Serengeti. Experience of a lifetime. Also trekked Kilmanjaro. I think choice of tour company, and itinerary is key. You also need to have a spirit of adventure... it's not a cr...
by SomedaySoon
Sun May 20, 2018 10:04 pm
Forum: Personal Investments
Topic: Need help firing my financial advisor
Replies: 16
Views: 2772

Re: Need help firing my financial advisor

Just did this myself with Morgan Stanley a few weeks ago... I used Vanguard PAS, and they took care of the transfer. It's possible to do this through Vanguard without PAS. You begin it on the Vanguard "side" set up the transfer and you're off to the races. I sent an email to my adviser once it was i...
by SomedaySoon
Sun Apr 22, 2018 10:47 am
Forum: Personal Investments
Topic: Opinions on current Morgan Stanley portfolio - and move to Vanguard PAS
Replies: 5
Views: 748

Re: Opinions on current Morgan Stanley portfolio - and move to Vanguard PAS

Thanks so much for all the responses ! Definitely going for it on the big move to get out of the AUM and 1%. Next up is building towards managing it all myself. I'll get there !
by SomedaySoon
Thu Apr 19, 2018 11:05 pm
Forum: Personal Investments
Topic: Opinions on current Morgan Stanley portfolio - and move to Vanguard PAS
Replies: 5
Views: 748

Opinions on current Morgan Stanley portfolio - and move to Vanguard PAS

Hello BH ! New user here - although I've been lurking for the past week. I wish I knew about this years ago. I'm thinking very hard of moving my portfolio from Morgan Stanley to Vanguard, and potentially putting it under Personal Advisory Service. Have a good relationship with my adviser but no long...