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Posted
16 minutes ago, OlDawg said:

Y’all go back and forth so much, it’s hard to tell.

Do you feel comfortable enough to invest extra in stocks, bonds, mutual funds, etf’s, or anything besides fixed income right now?

I ask to see how comfortable you—or anyone else who wants to reply—is in the economy right now.

I don’t handle my own money, I’m with Merrill Lynch and have been for years, they’ve been very good for me because I am certainly not “that guy “.

Do you handle your investments?  If you don’t care to answer, I understand.

Posted
8 minutes ago, LumRaiderFan said:

I don’t handle my own money, I’m with Merrill Lynch and have been for years, they’ve been very good for me because I am certainly not “that guy “.

Do you handle your investments?  If you don’t care to answer, I understand.

Yes & no. I have a broker with Ed Jones. But, I usually do the investigation, check with him because he has all the access to Morningstar that I don’t, he’s a CFP we’ve used for well over a decade & knows us, and he watches everything closer than us. So, kind of a team effort.

The NLR I spoke about, I told him I wanted nuclear for the AI expansion, and he researched this ETF as the ‘best’ one in his mind.

He’s recommended some things, and others we ask him to purchase. We typically buy and hold. We’re not what you’d call traders.

Our holdings are what most would consider boring.

Posted
6 minutes ago, OlDawg said:

Yes & no. I have a broker with Ed Jones. But, I usually do the investigation, check with him because he has all the access to Morningstar that I don’t, he’s a CFP we’ve used for well over a decade & knows us, and he watches everything closer than us. So, kind of a team effort.

The NLR I spoke about, I told him I wanted nuclear for the AI expansion, and he researched this ETF as the ‘best’ one in his mind.

He’s recommended some things, and others we ask him to purchase. We typically buy and hold. We’re not what you’d call traders.

Much more engaged than myself, we have recommended a few investments over the years and some have done fairly well, but for the most part, he manages most everything.

Posted
13 minutes ago, LumRaiderFan said:

Much more engaged than myself, we have recommended a few investments over the years and some have done fairly well, but for the most part, he manages most everything.

Nothing wrong with that. It’s probably better for most. Like I say, our stuff is pretty boring. But, I like boring…and dividends.

When we buy, it’s after as much research as we can do because we intend to hold. I feel like, if it’s good enough to buy in the first place, I want it to be good enough to hold. Not just some flash in the pan.

I encourage everyone that can to get in the Market as early as possible. Like @thetragichippy said, history is on your side with patience.

Posted
24 minutes ago, OlDawg said:

Nothing wrong with that. It’s probably better for most. Like I say, our stuff is pretty boring. But, I like boring…and dividends.

When we buy, it’s after as much research as we can do because we intend to hold. I feel like, if it’s good enough to buy in the first place, I want it to be good enough to hold. Not just some flash in the pan.

I encourage everyone that can to get in the Market as early as possible. Like @thetragichippy said, history is on your side with patience.

Out of likes, good post.

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