The real question though, is why are your going with American Express?Hi JLP,Actually, I'm getting ready to leave them. The advisor I've had since 1993 sold his business, so I'm using the transition to better inform myself and try to make some better decisions with my money.My questions had to do with my possible misinterpretation of information provided me by the new advisor, so I was seeking clarification.I appreciate your remarks. Would you believe I'm from Texas? Maybe I'll look you up if I decide to consider a fee-only advisor (as opposed to managing things myself.) Your site looks interesting. Thanks for linking it.Betty
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