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May 27, 2015 at 1:07 history edited Xrylite CC BY-SA 3.0
Providing more feedback on my decisions in case it helps others as well.
May 27, 2015 at 0:52 vote accept Xrylite
May 25, 2015 at 2:02 history tweeted twitter.com/#!/StackFinance/status/602655947530592256
May 25, 2015 at 0:32 history edited Xrylite CC BY-SA 3.0
Follow-up information on where I stand with the provided answers/comments.
S May 24, 2015 at 16:05 history suggested Aaron Hall CC BY-SA 3.0
fix word choice and other things
May 24, 2015 at 14:55 review Suggested edits
S May 24, 2015 at 16:05
May 24, 2015 at 14:09 answer added JoeTaxpayer timeline score: 21
May 24, 2015 at 12:31 comment added Dilip Sarwate See Do “growth of $10k” charts for mutual funds account for fees? for more details on what I said in my comment above.
May 24, 2015 at 12:28 comment added Dilip Sarwate As a general rule, advisors who work for banks (or for a trust department of a bank) will not advise you to buy a fund from Vanguard or Fidelity (except for those Fidelity funds that do have a load or sales charge). Some funds have different classes of shares, some with a load that pays the broker/advisor a fee and others without a load that you can buy on the fund's website directly. Worse, some advisors will set it up so that re-investments of dividends from the fund will be run through them and so incur a load whereas the fund might allow re-investment directly without a load.
May 24, 2015 at 10:50 answer added mhoran_psprep timeline score: 5
May 24, 2015 at 9:52 history edited Xrylite CC BY-SA 3.0
edited body
May 24, 2015 at 9:28 history asked Xrylite CC BY-SA 3.0