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Woah woah woah... some BAAADD misinformation here, I think.

Those calculations comparing Vanguard to the American funds... are they assuming no expenses beyond the load? That's not true at all. Loaded funds have annual expense ratios as well. In fact, they tend to be higher than non-loaded funds in addition to the load. Not true always, but from my experience it is.


Right.

Extremely erroneous.

I don't see why the wife couldn't invest in one of those retirement target date funds. They have do the stock/bond balancing adjusting as the specified retirement date draws nearer. She doesn't have to choose the underlying funds herself at all.

I'd get rid of that advisor guy in a heartbeat.

--SirTas
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