Raymond James Financial group in Brownwood.

Raymond James Financial group in Brownwood.

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  #21  
Old 04-13-2019, 11:28 AM
JoMar JoMar is offline
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And again, we don't answer the OP's question.
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  #22  
Old 04-13-2019, 11:50 AM
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Quote:
Originally Posted by JoMar View Post
And again, we don't answer the OP's question.

With all due respect, I would point out that most of the other posts...at least gave a lot of usable info on investing in general.
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Last edited by ColdNoMore; 04-13-2019 at 12:13 PM.
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  #23  
Old 04-13-2019, 11:50 AM
retiredguy123 retiredguy123 is offline
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And again, we don't answer the OP's question.
Not sure I agree. In my opinion, advising the OP how to manage their own investments instead of paying an investment advisor is answering the question.
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Broker - just in case
  #24  
Old 04-13-2019, 01:49 PM
valuemkt valuemkt is offline
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Originally Posted by manaboutown View Post
I have also managed all my investments solely myself. My Barron's list/Raymond James guy won't oversee my investments until I am either unable to while alive or deceased. If I had an adult child that could handle it the stock bookie would not get the job, just saying...
As I've noted before, I decided to give a financial advisor (i woudnt call him a broker) a portion of my assets .. just in case I was unable to mentally do it in the future. I came down to the Villages and have gone to the Investment clubs and have played poker with 80 and 90 year olds that are sharp as a tack. I hope to be that with it when I reach that age. In the meantime, I'm back to managing 100% of the portfolio.. and my wife has the call to take over or hire someone in the event she declares me incapable (no jokes pls) ..

I'll leave the talk about millenial children and their knowledge of and interest in finance to another discussion
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  #25  
Old 08-03-2019, 05:08 PM
varriano varriano is offline
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Default Investing Models

Along the lines of Paul Merriman (paulmerrimandotcom), I would look into John Bogle (bogleheadsdotorg).

Both advocate simple approaches to investing.

Merriman includes several model portfolios using low cots ETF's.

Bogle (recently passed) founded Vanguard

Neither charges a fee.
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  #26  
Old 08-03-2019, 05:48 PM
retiredguy123 retiredguy123 is offline
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Has anyone else noticed that the old term "buy and hold" approach to investing has been replaced with the "hang in there" approach to investing. And, "market timing" has been replaced with having a "managed portfolio". Different wording, same meanings, but apparently, "hang in there" sounds more negative than "buy and hold". Most research surveys reveal that about 66 percent of financial advisors who decide when to buy and when to sell your stocks (managed portfolio), end up providing a total return of less than the total return for S&P 500 index funds.
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  #27  
Old 08-03-2019, 07:56 PM
JoMar JoMar is offline
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Originally Posted by retiredguy123 View Post
Not sure I agree. In my opinion, advising the OP how to manage their own investments instead of paying an investment advisor is answering the question.
So the OP asks specifically about experience with Raymond James in Brownwood and nobody answers his question but provides opinions on managing his own finances and you consider that an answer? You make the assumption that the OP is ignorant to the advanatges of doing his own investing and never consider that maybe he has explored that option and isn't interested in doing that. Can anyone answer his question?
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  #28  
Old 08-04-2019, 10:24 AM
hvacgolfer hvacgolfer is offline
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I use Steve Saylor and his recommendations have been spot on. Would highly recommend Steve and his team.
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  #29  
Old 08-04-2019, 10:39 AM
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Quote:
Originally Posted by JoMar View Post
So the OP asks specifically about experience with Raymond James in Brownwood and nobody answers his question but provides opinions on managing his own finances and you consider that an answer? You make the assumption that the OP is ignorant to the advanatges of doing his own investing and never consider that maybe he has explored that option and isn't interested in doing that. Can anyone answer his question?
Thank you!
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