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Old 03-22-2012, 06:13 PM  
Buehler445 Buehler445 is offline
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Where do you have your money stashed?

I'm self employed and most of everything I make goes into my business, but I feel compelled to get some money socked away outside of my business.

I have a 401(k) that I am in the process of rolling into an IRA with New York Life that I'm doing with a guy I know. I'm not at all convinced that a life insurance company is where I need to be putting all my money with.

I'm looking to start a Roth for me and my wife and maybe stick get some small mutual funds outside of retirement accounts. I may periodically get a stock or two to piddle with.

Anyway, I have no idea what are good companies to go with. I'd rather have one guy to go to, but it is not necessary, particularly if the fees are dramatically higher.

Where do you guys have your money stashed and do you like the service you're getting?
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Old 03-22-2012, 06:14 PM   #2
aturnis aturnis is offline
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Old 03-22-2012, 06:14 PM   #3
Buehler445 Buehler445 is offline
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Oh, and I have plenty of stock in AIDS trees and Antifreeze.
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Old 03-22-2012, 06:16 PM   #4
Buehler445 Buehler445 is offline
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Originally Posted by aturnis View Post
Sofa.
If your couch turns up missing, don't come looking for me.
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Buehler445 is obviously part of the inner Circle.Buehler445 is obviously part of the inner Circle.Buehler445 is obviously part of the inner Circle.Buehler445 is obviously part of the inner Circle.Buehler445 is obviously part of the inner Circle.Buehler445 is obviously part of the inner Circle.Buehler445 is obviously part of the inner Circle.Buehler445 is obviously part of the inner Circle.Buehler445 is obviously part of the inner Circle.Buehler445 is obviously part of the inner Circle.Buehler445 is obviously part of the inner Circle.
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Old 03-22-2012, 06:17 PM   #5
pr_capone pr_capone is offline
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Sofa.
Where? I've checked him thoroughly before and not found anything.

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Old 03-22-2012, 06:18 PM   #6
bevischief bevischief is offline
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How much money do you have to start with? Stick with a fee-based investment advisory and asset management services firm.
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Old 03-22-2012, 06:18 PM   #7
SPchief SPchief is offline
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Old 03-22-2012, 06:19 PM   #8
Lonewolf Ed Lonewolf Ed is online now
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Old 03-22-2012, 06:28 PM   #9
Kyle DeLexus Kyle DeLexus is offline
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Old 03-22-2012, 06:29 PM   #10
Detoxing Detoxing is offline
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Old 03-22-2012, 06:32 PM   #11
Bowser Bowser is offline
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In my anus.
Sweet, Detox just gave up his online password to his accounts.
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Old 03-22-2012, 06:33 PM   #12
mlyonsd mlyonsd is offline
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Old 03-22-2012, 06:36 PM   #13
ClearmontChief ClearmontChief is offline
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401K from work, 15% of my salary with 3.5% company match. Investing in American Mutual Funds, US Stocks, Emerging Markets, and World funds. Very diversified in fund types, some Large Caps, some Mids, and some Small Caps.

An investment account with Fidelity Funds. Same kind of diversification.

An investment account a Wells Fargo, some safer Large Caps.

A traditional IRA for my wife with Fidelity Funds that I max and pull annually out of her investment account. A traditional IRA for myself, same.

A traditional IRA account for myself with Edward Jones from a Rollover from a previous employer.

Iowa 529 for each of my grandkids with a $100 monthly deposit.

I'm not concerned with multiple accounts and advisors, most everything has very low fees, and tax breaks.
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Old 03-22-2012, 06:36 PM   #14
Rain Man Rain Man is offline
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I have accounts with three brokerages.

Schwab. Seems good for mutual funds, and is good at helping you do portfolio balancing. I like Etrade's look and feel better, but if you're doing just a few mutual funds the Schwab site is very good.

Etrade. Seems good for stocks, and their stock selector works well for what I use it for. I like how they list your stocks and it's easy to use. Lousy at helping you do portfolio balancing.

Fidelity. I got this one for a small liquid savings account, and recall it having a good mutual fund selector. I never looked at anything in terms of stocks. Their web site has a pretty green color. When I opened this account I compared it to all of the other major sites besides Schwab and Etrade and thought it was best in terms of look, features, cost, etc.



As for fees and stuff, they're pretty much all the same. It's really more a matter of which interface you like better. And we'll never know which ones are stable and which ones are crooks and which ones are about to go bankrupt and steal all of our money, which is why I spread my money out.
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Old 03-22-2012, 06:38 PM   #15
ClearmontChief ClearmontChief is offline
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I'm pretty young yet, 49. Investing like my hair's on fire right now. Will mellow out in 10 years...for now, I'm buying like crazy during the down market, as much as I can afford.
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