Any Help With Funds?

**Mr Nice Guy** · 04-20-2011, 03:56 PM

Let me google that for you

**firehawkocean** · 04-20-2011, 03:58 PM

LOL! Smarty pants!

**Mr Nice Guy** · 04-20-2011, 05:01 PM

Hehe. You should check out how long the fund has been around and who manages it. And of course you should check the return.

If the fund has a good return, been around awhile and has the same manager(s), you should be in business. Oh and make sure the sector has good outlook too!

**firehawkocean** · 04-20-2011, 05:54 PM

The Vanguard 529 Plan age-based options via Nevada - Moderate option 0-5 years

or

Portfolio 2027 (Index) via fidelity

for my 2 year old daughter

I live in CA

**sethbergman** · 05-10-2011, 12:57 AM

Get A Return of 18% Annually

Originally posted by firehawkocean View Post

I have $3000,00 to play around with right now.

What would you choose?

VFINX Apr 19 120.99 Up 0.69 Up 0.57% N/A Chart, Message, Profile, more...
NAESX Apr 19 37.07 Up 0.13 Up 0.35% N/A Chart, Message, Profile, more...
VGTSX Apr 19 16.25 Up 0.13 Up 0.81% N/A Chart, Message, Profile, more...
VTSMX Apr 19 33.08 Up 0.18 Up 0.55% N/A Chart, Message, Profile, more...
VIVAX Apr 19 21.92 Up 0.13 Up 0.60% N/A Chart, Message, Profile, more...
VISVX Apr 19 16.76 Up 0.04 Up 0.24% N/A Chart, Message, Profile, more...

I want to be right in the middle of risk and conservative. However, I don't mind moderately risky since I can loose the money? Thanks!

You could get a guaranteed 18% return by putting it in the Pride of Austin High Yield Fund 1. It's a regulation D security, and filed with the SEC. Check it out: atxinvestormasterminds.com/real-estate-investing-fundamentals/pride-of-austin-high-yield-fund/

**Slug** · 05-10-2011, 06:53 AM

Originally posted by sethbergman View Post

You could get a guaranteed 18% return by putting it in the Pride of Austin High Yield Fund 1. It's a regulation D security, and filed with the SEC. Check it out: atxinvestormasterminds.com/real-estate-investing-fundamentals/pride-of-austin-high-yield-fund/

Let's see...fees of up to 2%, minimum investment of $25k, and no long term track record. As soon as I get that million from my long lost African relatives that recently died, I'll be sure to cut you a check.

**firehawkocean** · 08-19-2011, 12:58 PM

Originally posted by Slug View Post

Let's see...fees of up to 2%, minimum investment of $25k, and no long term track record. As soon as I get that million from my long lost African relatives that recently died, I'll be sure to cut you a check.

Good one!

**Petunia 100** · 08-20-2011, 08:44 AM

I suggest you sit down with a CFP, discuss your goals, and form a solid plan.

You can choose to use one who works for Vanguard and receive a substantial discount due to the amount of your assets, or you can choose one affiliated with the Garrett Financial Network.

If it were me, I would go the Garrett route.

Garrett Planning Network - Fee-Only, Hourly Financial Planning and Investment Advice

**Michael01** · 09-02-2011, 06:33 AM

Try to go to a financial planner or a wealth manager so that u can get the best options with u with the help of them.

**firehawkocean** · 09-12-2011, 05:28 PM

Originally posted by Michael01 View Post

Try to go to a financial planner or a wealth manager so that u can get the best options with u with the help of them.

I met with 2 garret advisers last week. I am having a hard time deciding on one. The one I felt the most comfortable with wants to charge me $2,000 for a financial plan that includes insurance check-up, investing check up, estate planning suggestions (not the actual documents). Is this realistic. It seems high. I have zero debt and 340,000 in cash to invest.

Any Help With Funds?