bruce
Lieutenant
Posts: 56
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Post by bruce on Nov 6, 2023 21:45:03 GMT
48, VOO would be an excellent choice to fill in for VTI. It is hard to disagree with Warren. As far as accommodating for my wife once she cannot make decisions, I have a letter of instruction for both children who live locally. In 2006, I signed an agreement with a fixed-fee advisor and have had no complaints. At the time, he had less than twenty million AUM. Today, 4he has nearly two point five billion. I last spoke to him ten years ago; I e-mail RMD distribution and trade instructions. The last trade I made was in March of 2020. My concerns are that he will end up selling his business before my wife passes based on their respective ages; hence, my plan is to put the nest egg on autopilot at Fidelity. PIMIX is currently my second largest holding; do I have faith in a lifetime of good management? Anyway, what I have discovered in my quest to simplify our investments as we advance is that VWENX has outperformed a VTI/PIMIX over a 1, 3, 5, 7, and 10-year rolling period; beyond that, FBALX has outperformed VWENX over every one of those periods. Thank you for your insight. I think I’ll request input from the forum on a single-fund retirement strategy, something I never considered until recently. Please post your thoughts on that strategy if you have the time.
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