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Author: dsemmler Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76419  
Subject: Re: Account Options Date: 6/10/2003 11:34 PM
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I would roll all your accounts into Vanguard. You'll be happy when all your money is in a single place, and you can easily view and make adjustments online via a single interface.

This is what I am leaning towards but still investigating my options of going with a brokerage account, possibly at Scottrade.

You didn't give your age, so it's hard to give specific investment advice, but in general, picking a single subclass (large caps) of a single asset class (stocks) is a limiting idea. One suggestion for which Vanguard funds to invest in based on age:

I am 27 years old. The link indicates 25% in international stocks and 60% in US stocks. Right now, with my limited knowledge and experience, I am not sure I am ready to go with an international fund. Another item to add to my research list. Also, from my limited knowledge, isn't it better to be in short-term bonds right now given the economy and interest rates versus the suggested 10% in medium bonds? Also, I am not familiar with REITS so another area for additional research.

The other thing, right now I have been sticking with only one fund because I am charged a maintenance fee for each fund with a balance below $5000 in my IRA. Once I get to the point where I can rebalance my account without incurring fees, I think I would feel better.

Thanks for the feedback!

dt
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