02-07-2014, 04:31 PM
Further diversified as of today. The mutual funds I am in have been killing it so I went a little heavier on those however I now have access to low fee ETFs that are tied to the indexes. Ben is managing these for me to make sure we manage gains and minimize potential losses. He was also able to get me under a "household" ML account that includes my mother and grandmother so our combined net worth puts us in an investment class that provides a personal banker, eliminates basically any bank associated fees and decreases fees on fund purchases among other things. Because I definitely don't have anywhere close to enough wealth yet to pull that off :lol: So much win.
Posting in the banalist of threads since 2004
2017 Mazda CX-5 GT AWD Premium
Past: 2016 GMC Canyon All Terrain Crew Cab / 2010 Jaguar XFR / 2012 Acura RDX AWD Tech / 2008 Cadillac CTS / 2007 Acura TL-S / 1966 5.0 HO Mustang Coupe
2001 Lexus IS300 / 2004 2.8L big turbo WRX STI / 2004 Subaru WRX / A couple of old trucks
2017 Mazda CX-5 GT AWD Premium
Past: 2016 GMC Canyon All Terrain Crew Cab / 2010 Jaguar XFR / 2012 Acura RDX AWD Tech / 2008 Cadillac CTS / 2007 Acura TL-S / 1966 5.0 HO Mustang Coupe
2001 Lexus IS300 / 2004 2.8L big turbo WRX STI / 2004 Subaru WRX / A couple of old trucks