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Subject:  Re: Asset allocation Date:  2/26/2012  9:00 PM
Author:  0x6a74 Number:  70225 of 88430

If you want good, objective advice, do not ask a mutual fund manager or a broker.

NOW you tell me <G>

i finally just said, Move everything to my personal (Schwab) acct and close this one .. when it got moved ,i sold chunks

Then there is the question: If you rightly know that one should sell, then why doesn't the mutual fund manager at least take a defensive position by buying some puts?

i think the broker honestly believed it was just a blip, a short-term minor correction. Mom &/or i had dealt with her nearly 20yrs and she always seemed honest and conservative ..but i could be wrong
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