Sometimes, I worry that someday, I might start investing in Beanie Babies, Pound Puppies, Franklin Mint Plates, and/or Pez Dispensers so we recently decided to relinquish a piece of the action to an independent, but kept the rest of it under our control.
But that independent puts the accounts on deposit with one of the recognized, big fund and investment companies. We look at our accounts — anytime we want to through a portal we create that takes us to that well known site.
Baby step though it should seem, it was a big step for me.
Took me forever to find somebody who did not try to buy me dinner first.