View Single Post
Old 11-16-2021, 09:42 AM   #18
phoenix
Senior Member
 
phoenix's Avatar
 
Join Date: Apr 2004
Location: phoenix and moultonboro
Posts: 1,520
Thanks: 58
Thanked 266 Times in 187 Posts
Default

one comment on mutual funds. You can get a big tax surprise( non cash since you haven't sold anything) in December. ETF's less so. An advisor can help. Not as a recommendation Edward Jones i think just charges for transactions which most advisors charge based in the value of you acct. I don't use Jones and have an advisor that does charge. Also as everything the fee could be negotiable
__________________
it's tough to make predictions specially about the future
phoenix is offline   Reply With Quote