Hello,
Thank you all for your kind advice. I will follow up with the ideas. In regard to Vanguard not allowing an outside advisor, I meant wealth manager advisors who manage your funds directly (just like a Vanguard advisor does).
Sandtrap suggested I post in the thread - Portfolio Review Request. I noticed that in that forum, people specify the percentage for each holding. So I looked at my Vanguard holdings but could not find that information. Can someone tell me where to look for it or how to do it?
I am sorry for asking possibly silly questions, but, as I mentioned before, once I set up the IRAS with Vanguard, 10 years ago, I sort of forgot about them and did not touch them. It is also true that Vanguard was way more helpful then, and provided lots of advice for free.
Well, thank you very much again for helping me learn how to take better care of my hard-earned money.
ciao
dali
Thank you all for your kind advice. I will follow up with the ideas. In regard to Vanguard not allowing an outside advisor, I meant wealth manager advisors who manage your funds directly (just like a Vanguard advisor does).
Sandtrap suggested I post in the thread - Portfolio Review Request. I noticed that in that forum, people specify the percentage for each holding. So I looked at my Vanguard holdings but could not find that information. Can someone tell me where to look for it or how to do it?
I am sorry for asking possibly silly questions, but, as I mentioned before, once I set up the IRAS with Vanguard, 10 years ago, I sort of forgot about them and did not touch them. It is also true that Vanguard was way more helpful then, and provided lots of advice for free.
Well, thank you very much again for helping me learn how to take better care of my hard-earned money.
ciao
dali
Statistics: Posted by dali52 — Fri Aug 02, 2024 3:25 am