No. of Recommendations: 0
You raise good questions, but research aside, there are/were stark differences between her offerings and mine. All her choices were Vanguard. I.E.----Low Cost Indexing. My choices were all managed funds or company stock. We both worked for publicly traded companies and hers would not allow her to buy company stock with her 401K.

At the time, Putnam's New Oportunities fund was doing well and I had a few good quarters, but the volitiliy has wiped me out.

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