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Author: Rayvt Big gold star, 5000 posts Top Favorite Fools Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76421  
Subject: Re: Want portfolio advice Date: 11/5/2010 12:39 AM
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I suggested the particular types of funds because the were recommended in Money Magazine and books like "Mutual Funds for Dummies", and by people like Jane Bryant Quinn.

Vanguard Target Retirment Income Fund ...

I'm not sure I trust those target funds. I've heard some did worse than average in the financial crisis.


Yes, you are nuts to want to manage her investments for her. And she is nuts if she has you do it.

Here's my suggestion.
Contact http://www.fisherinvestments.com/ Talk to them, see if they have a local rep who can come out and talk face-to-face.

http://en.wikipedia.org/wiki/Kenneth_Fisher

Some cut-and-pastes:
Fisher Investments oversees over $38 billion (as of 3/31/10) and is one of the world’s largest independent investment advisory firms.

CEO Ken Fisher has been a professional investor for over 35 years and is globally recognized as a financial guru. He has written Forbes' Portfolio Strategy column for over 25 years, authored 6 books, including 3 New York Times best sellers,

Fisher Investments Private Client Group manages assets for more than 20,000 individuals in the US. As a client, you will receive an investment portfolio suitable for your situation,

BTW, their annual fee is pretty small, about 1.25%
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