Difference between revisions of "Balanced rock"
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At the point when we are at takeoff I want to take a snapshot of where everything prior to your management. Then I want to put all that info in some Yahoo stock, or Bing bling program that in a year from now will tell me the balance had you not taken over. Then I can compare in a year where we stand(after your costs) to the managed by NOBODY approach. I could decide on one online tool by myself for that but would appreciate your input. | At the point when we are at takeoff I want to take a snapshot of where everything prior to your management. Then I want to put all that info in some Yahoo stock, or Bing bling program that in a year from now will tell me the balance had you not taken over. Then I can compare in a year where we stand(after your costs) to the managed by NOBODY approach. I could decide on one online tool by myself for that but would appreciate your input. | ||
Revision as of 16:33, 25 February 2016
notes- 2016-02-25
advice on software
At the point when we are at takeoff I want to take a snapshot of where everything prior to your management. Then I want to put all that info in some Yahoo stock, or Bing bling program that in a year from now will tell me the balance had you not taken over. Then I can compare in a year where we stand(after your costs) to the managed by NOBODY approach. I could decide on one online tool by myself for that but would appreciate your input.
on money you can manage
investment and ira accts
My opinion would be you can manage investment accounts and IRA 403x type accounts. (I prefer not to pay .75% on CD's that don't mature til 2020 until they mature (the cambridge savings investment accounts) unless you make a good argument about taking the penalty and pulling them out).
bank accounts
That money is weirdly distributed among rental deposit accounts, personal accounts, and the rental property account. I need a capital account that builds up for major projects on the rental property (new roofs, photvoltaics, roof greenhouse, new boilers) since I DON'T BORROW MONEY to do them. There too is the 'OMG I just lost my job and got cancer' cushion and some cash that that could be used to start a new business. So I am not sure that I want any of the deposit accounts managed by you guys. Maybe we could periodically decide to shift some to you.
risk survey
I didn't like the risk survey. Here is my position. I am willing to take substantial risks when I am betting on myself. I would sign million dollar construction contracts for example. I would be very unlikely to mortgage anything, I guess that is a low risk strategy. As far as stocks and bonds and cd's: My strategy was index funds and I let my mother move stuff in my Fidelity IRA wherever she wanted. I guess I don't really believe in that money so I would be more willing to risk it and any gain would be a bonus.
Therefore some questions didn't make much sense to me and my answer wasn't in the choices given
- more concerned about the possible losses or the possible gains
- willingness to take financial risks
- how do you feel about major financial decisions after you make them
- What degree of risk are you currently prepared to take with your financial decisions?
My answer to all questions like these would be - IT DEPENDS
