Should I sell all of my Mutual Funds for ETFs? Hello everyone, About 10 years ago I worked for a bank and rolled my 401K over into a ROTH IRA. At the branch I worked at, a financial advisor set up my account (ROTH IRA), all mutual funds. AMCPX, AMRMX, AGTHX, ANEFX and AWSHX. I’ve kept them all of these years, but have bought a lot of AAPL stock 5 years or so ago. I wish I had been maxing out…

Mutual of America Withdrawal Confirmation I have some retirement with Mutual of America. I checked my balance today and it was 0.00. I called Mutual of America and they told me the withdrawal was done by my former employer, but it’s still managed by Mutual of America and the money is still there. They tell me I should see the updated information in 7 days. Has anyone else encountered t…

Northwestern mutual financial advisor My wife and I inherited money from her dad’s IRA…I had to be put into an account…We eneded up going with Northwestern mutual financial advisor….All our money got out into an investment account…bonds, funds and such….After 4 years, nothing really is growing, they set it to High investments and they keep telling us it’s not a good idea t…

Yet Another Northwestern Mutual Post I recently had a good friend from college start to tell me about his new finance job where he was “changing peoples lives” and setting them up for “generational wealth”. I don’t know anything about NWM at this point, so I congratulate him and let him know I’m actually interested in getting some financial advice. A day or so later I’m invited to …

Vanguard Mutual Fund transition warning I have a

How to manage Mutual Funds myself? As the title suggests, I know Charles Schwab, Fidelity, JPMorgan, etc charge certain percent in fees hinging on how much funds you invest with them. I want to circumvent the fees and manage/monitor my mutual funds account myself, I have $150K in savings, I had CD accounts before, now the CDs are not paying as much. I do not have that exorbitant …

Mutual Fund Portfolio Rebalancing Hi all, 27M. Investing for long term. I recently tried to rebalance my portfolio and SIPs. Following are the five funds I currently invest in: 1. Quant Small Cap (4k) 2. Quant Flexi Cap (4k) 3. Parag Parikh Flexi Cap (4k) 4. HDFC Balanced Advantage (4k) 5. Kotak Equity Opportunities Fund (4k) Wanted the reddit opinion on it. Also, I’ve switched …

Why do ppl do stock picking or mutual funds if they usually underperform the market? Im getting into investing and Im thinking of just doing index funds to build long term wealth. But I feel like im missing something given so many ppl r stock picking or doing mutual funds. Why do they do this? Is it smart to do this for my long term goal? submitted by /u/Spicy-Chiken

What to do with mutual fund? My father started a mutual fund when I was young and I inherited it. It’s now worth about ~$60,000. I’m truly grateful, but I have no clue what to do with it. My wife and I have been homeowners for 3 years and we need a new roof, windows, gutters and an AC unit. None of these are immediate, but the writing is on the wall. My question is can I l…