Do you have all your investments through one firm?
Who do you use and why?
I am trying to streamline things so it it easier to keep track of, is this wise?
Archive for May, 2007
Wow, spent $26 for $99 worth of stuff tonight. I even impressed myself!!!!
We have several mutual funds held in 401k and Roth IRA's and every now and than we purchase stocks. So, does anyone know a good site to track the holdings in each?
I just recently purchased a stock and didn't realize that it was one of the biggest holdings in 2 of our mutual funds.
Thankfully the stock is doing great, but I really don't want to buy stocks I already own in a mutual fund.
So, basically I need to find out how other people track this. Thanks for all your input!!!!!
What percentage do you use when figuring home value from the tax roll figure?
Or how do you figure out your home's value - without doing a new appraisal?
Thanks in advance for all your answers!!!