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Unfortunately Wells Fargo took over our Wachovia accounts and things went downhill from there. What can you expect from a bank that call their branches "stores" I do get 100 free trades per year to include transaction fee MF's so I will keep it. Blu…
In the 9-24-12 edition of Forbes an article by William Baldwin "Easy Money from Fund Swaps " recommends a similiar but not the same method that I use to save oodles on taxes.
Watch expense ratio carefully with most funds that have low low ER's. All are NTF or free trades as noted below. Many are Vanguard funds. I have done extensive research and my allocations based on Morningstar X-ray does not show index like exposure.…
Own 24 ETF's and 45 mutual funds, for many of Accipiters reasons but also for 2 other important reasons. Even great funds tank. One example is Janus Worldwide. By having multiple "great funds in a similiar class when one tanks or is doing poorly it …
Folks may also wish to evaluate/buy GIM, a CEF,which I own, Templeton Global Income, managed also by Hassenstab ,almost like TPINX, with similiar excellent results.
