Go Back   CDN Business Directory > Main Category > Financial Planning

 
 
Thread Tools Display Modes
 
Old 03-17-2007, 05:52 PM
bowgus
Guest
 
Posts: n/a
Default Re: Planning advise?

On Mar 16, 10:37 am, "HW \"Skip\" Weldon"
<skip5700removet...[at]hotmail.com> wrote:
- quote -

> Subject: Planning advise?
> From: "trs80" <t...[at]yahoo.com> The following post was inadvertently returned to the poster because of
> a glitch in the moderation software. With apologies to the poster,
> here is a copy:
> ---------------------------------------------------------------------------*---
> Do any software or online programs/products offer assest allocation
> advise for ones situation and maybe also for individual investments?
> Maybe some interactive product offered online with monthly fees or
> something like that?
> I think Im getting ripped off by Schwab.
> Im in a Schwab Signature program thats charges 0.5% of all money
> managed, to give me advise on asset allocation and individual mutual
> funds/bonds to invest in. They provide 2x/yr updates.
> Seems like what Schwab gives me is likely just via a computer
> program anyway without a whole lot of creative thought. So I thought I
> could do just as well if there was some sort of online service to do
> the same thing for a lot cheaper.
> thanks for any tips.
> End copy.............................................. ................
> -HW "Skip" Weldon
> Columbia, SC


I have two online investment services. One is through "a major bank
here in Canada" and includes daily market commentaries, equity
research summaries, outlooks and so on, as well as technical analysis
tools. Fees are charged for equities traded. I had cancelled this
account about a month ago to go to a "cheaper" service, only to reopen
it because of the timely information/updates. This type of service
does not provide advice as such ... just information and tools. I
trade I suppose as a hobby and an interest ... always learning
something new. So this type of service (just the facts) suits me.

  #-1  
Old 03-16-2007, 02:37 PM
HW \Skip\ Weldon
Guest
 
Posts: n/a
Default Planning advise?

Subject: Planning advise?
From: "trs80" <trs80[at]yahoo.com
The following post was inadvertently returned to the poster because of
a glitch in the moderation software. With apologies to the poster,
here is a copy:
----------------------------------------------
Do any software or online programs/products offer assest allocation
advise for ones situation and maybe also for individual investments?
Maybe some interactive product offered online with monthly fees or
something like that?

I think Im getting ripped off by Schwab.
Im in a Schwab Signature program thats charges 0.5% of all money
managed, to give me advise on asset allocation and individual mutual
funds/bonds to invest in. They provide 2x/yr updates.

Seems like what Schwab gives me is likely just via a computer
program anyway without a whole lot of creative thought. So I thought I
could do just as well if there was some sort of online service to do
the same thing for a lot cheaper.

thanks for any tips.

End copy.............................................. ................





-HW "Skip" Weldon
Columbia, SC

 

Tags
advise, planning
Similar Threads
Thread Forum Replies Last Post
Need advise
Miller 49er: Hello, My name is Shirl and my brother just sold his house. He needs to talk to someone about trying to invest his money and how to keep it...
Financial Planning 6 12-17-2005 09:01 AM
Need some advise!
bradfordrodgers@yahoo.com: Ok here is my dilemna. Back in 2002, I was new in the credit arena. I had literally no credit score. So, my mother added me as an authorized user....
Financial Planning 2 11-07-2005 03:16 PM
What would you advise?
LKYPon: Here's the fact pattern: Son is 50 years old and has lived with his parents his whole life. Both parents are deceased and he is still living in...
Taxes 4 10-11-2004 04:40 AM
Advise on which kind of IRA to set up....TIA
News Subsystem: Hi i was out of school and started working for a year now. i'm a self employed health care provider working in houston texas. i have set up a...
Financial Planning 2 10-06-2004 09:14 PM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 04:43 AM.