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Moving from Edward Jones to Fidelity - Pros Cons of Index funds Re: Moving from Edward Jones to Fidelity - Pros Cons of Index funds by krow36 » Wed Jun 07, 2017 1:12 am If you go to the Vanguard website and look up the Growth Index fund, you can then use the Compare button and compare it's return to Contrafund over 1, 3, 5 and 10 years Then you can add Index 500 and Total Stock Index to the comparison
Edward Jones or Vanguard? - Bogleheads. org My mother-in-law has her retirement account with Edward Jones She is a very sweet and trusting woman, and she has little to no confidence in her ability to manage her investments She likes that with Edward Jones, she can sit across the table with someone who will tell her that everything is under control, and that they will do everything for her
Edward Jones Portfolio Review - Bogleheads. org Re: Edward Jones Portfolio Review by 123 » Wed Jun 25, 2025 2:42 am A typical example we see of how financial firms, like Edward Jones, want to make things appear far more complicated than they need to be There are six to eight fund in each account primarily to make it look tailored for the investor
Leaving Edward Jones is there a better or worse time Leaving Edward Jones is there a better or worse time by riperobgyn » Wed Apr 29, 2020 4:10 am Just wanted peoples opinion I have about 800K invested in many many different funds with Edward Jones Of course my financial advisor is a good friend of mine, and over the years I have wrestled with the decision to leave and move everything to Vanguard
Mother Died. Question About Inherited Investments I have four siblings and Mom's will indicates that her investments are to be divided equally across all 5 children What is the most efficient way (tax and otherwise) to divide the following by 5 equally? Edward Jones Account - $700,000 $250,000 in taxable spread across 8 American Funds $450,000 in Traditional IRA spread across 7 American Funds
I want to leave Edward Jones and go to Schwab - Bogleheads. org Re: I want to leave Edward Jones and go to Schwab by CAsage » Wed Jul 19, 2023 5:44 pm I wrote a draft of "how to leave your advisor" Here it is! Reasons People may want to leave their current investment advisor for many reasons People may inherit a complex portfolio along with an advisor, or feel committed due to social connections
Elderly parents heavily invested with Edward Jones- help Elderly parents heavily invested with Edward Jones- help by 1_greg_1 » Thu Nov 14, 2013 3:39 pm Hi, First I wanted to say thanks for the info you share You saved me a couple of years ago when an agent for Edward Jones contacted me and wanted to handle all of my finances
Edward Jones Guided Solutions - Spouse is Employee Re: Edward Jones Guided Solutions - Spouse is Employee by David Jay » Wed Dec 13, 2017 11:58 pm Based on previous threads, I don't believe that EJ will be interested in working with you on this situation Every job is the totality of pay, situation (work schedule, commuting distance, COL ), benefits, and restrictions
Fisher is Contacting Me? - Bogleheads. org Fisher Investments contacted me via email I know little about them I am a content Vanguard DIY investor I have a "wondering out loud question", why haven't I met a single person who has talked openly about using Fisher to manage their money? I run into folks who use Edward Jones, Schwab, Northwestern Mutual,etc but no Fisher folks Anyone have a position or first-hand experience with
switching from Edward Jones - Bogleheads. org Re: switching from Edward Jones by cherijoh » Wed Mar 04, 2015 11:49 pm You sound like the perfect candidate for a Target Retirement Fund (choose the one close to when you expect to retire) or Tax Managed Balanced Fund if most of your assets are in taxable Either option could be fix it and forget it - no need for expensive hand-holding