Comments on: Portfolio Check: Do You Need Investment Management Help?

By: Dimitri

Dimitri — Sat, 24 Apr 2010 14:28:45 +0000

Thank you Jonathan.

By: Jonathan

Jonathan — Sat, 24 Apr 2010 01:26:52 +0000

My blog software (WordPress) automatically logs the IP of every commenter. This way it can also mark spam and ban abusive visitors.

By: Dimitri

Dimitri — Sat, 24 Apr 2010 01:23:57 +0000

Jonathan, how can you check the IP? how did you see the guy came from Fidelity?

By: John

John — Thu, 22 Apr 2010 00:01:10 +0000

Jonathan,

I loved your post on asset allocation and was hoping you could do a series of post on retirement scenarios. Also review any good retirement calculators. I have not found any good calculators yet which takes different inputs for taxable and non-table investments, allows one to enter income needed in retirement, customized inflation rates during earning and non-earning years and so on.

By: Lewis

Lewis — Mon, 19 Apr 2010 23:24:03 +0000

On the internet no one knows you’re hyping your own service, unless they check.
1.74% is only a lot if you think about it.

By: Dave

Dave — Mon, 19 Apr 2010 20:56:59 +0000

Yes, investing in a target retirement does seem like common sense doesn’t it? Most of my money is in 2045, thought I hope to retire around 2040. The real question is do you want to guarantee that you beat 60-70%* of the people over the next couple decades, or do you want to gamble by investing aggressively instead.

Be careful though, Vanguard might see this post praising them and decide to threaten you or shut down your site.

*I have no idea if this is the real percentage

By: Johnson

Johnson — Mon, 19 Apr 2010 18:22:54 +0000

Look up Fidelity at the FINRA BrokerCheck webpage (see http://brokercheck.finra.org/S.....tions.aspx) and SEC’s Investment Adviser Public Disclosure webpage (see http://adviserinfo.sec.gov/IAP.....earch.aspx). After reading Fidelity’s reports, you may decide that you don’t want anything to do with them. You’ll notice regulatory events and arbitration results in connection with Fidelity from FINRA. From the SEC, you’ll notice Fidelity’s disciplinary history.

By: sadhu

sadhu — Mon, 19 Apr 2010 17:30:10 +0000

It’s very surprising that someone from fidelity is posting to this blog without disclosing who they work for. I wonder if the person’s boss knows about it.

By: Scott

Scott — Mon, 19 Apr 2010 17:17:58 +0000

Great post! I agree with your position and am glad you did some good sleuthing for us.

By: ChrisMR

ChrisMR — Mon, 19 Apr 2010 16:00:46 +0000

is investing in a US gov’t bond somehow like paying yourself? tax money in, return on investment back out… of course you get to pay taxes on the money earned, so its a downward spiral…

By: Robert

Robert — Mon, 19 Apr 2010 13:52:46 +0000

“You’ll also be invested in high-quality investment grade bonds from the US government, US agencies…”

That statement is becoming more of a joke every day….”high-quality investment grade bonds from the US government”.