S**P
发帖数: 835 | 1 老婆刚进一个新公司(金融方面的),这个公司有一个屁规定要求它的员工及其家人的投
资(包括股票和基金)都转到他指定的一些鸟公司,这些鸟公司有以下:
The Dreyfus Corp
T. Row Price
New England Securities
Northwestern Mutual Investment Services
Mark Bredin Investment Advisor
Max Haspel Investment Advisor
Credit Suisse Securities
我查了以上的一些FUNDS,Expense Ratio 贼高,一些普通INDEX FUND的EXPENSE RATIO都
敢要1-2%. 我现在有不少基金在FIDEILITY和VANGUARD, 觉得挺好的,Expense Ratio很
低. 而且现在有不少FUNDS还在水下,我凭什么要TAKE A LOSS去转到那些鸟FUNDS啊? 大
家有没有什么经验对付这个屁规定? | s**********d
发帖数: 36899 | | s********y
发帖数: 3811 | 3 听着新鲜，个人的投资他们也管？
【在 S**P 的大作中提到】
: 老婆刚进一个新公司(金融方面的),这个公司有一个屁规定要求它的员工及其家人的投
: 资(包括股票和基金)都转到他指定的一些鸟公司,这些鸟公司有以下:
: The Dreyfus Corp
: T. Row Price
: New England Securities
: Northwestern Mutual Investment Services
: Mark Bredin Investment Advisor
: Max Haspel Investment Advisor
: Credit Suisse Securities
: 我查了以上的一些FUNDS,Expense Ratio 贼高,一些普通INDEX FUND的EXPENSE RATIO都
| c*****e
发帖数: 1106 | 4 Some of them have quality funds, T. Row Price in particular has a good
reputation. | n****u
发帖数: 229 | 5 Please read and understand the policy completely. Companies have different
rules on this.
And you have to take it seriously. Otherwise it will cost your or your wife'
s job.
My company has the similar policy too. BUT!
But, it allows me to keep mutual funds in the mutual fund company which
issue these mutual funds.
For example, if you have vanguard mutual fund account (not vanguard
brokerage account) and you have vanguard mutual funds in it, my company
accepts.
But I have to transfer my vanguard brokerage holdings/positions into another
company which my company allows.
So read and understand the policy completely!!!
【在 S**P 的大作中提到】
: 老婆刚进一个新公司(金融方面的),这个公司有一个屁规定要求它的员工及其家人的投
: 资(包括股票和基金)都转到他指定的一些鸟公司,这些鸟公司有以下:
: The Dreyfus Corp
: T. Row Price
: New England Securities
: Northwestern Mutual Investment Services
: Mark Bredin Investment Advisor
: Max Haspel Investment Advisor
: Credit Suisse Securities
: 我查了以上的一些FUNDS,Expense Ratio 贼高,一些普通INDEX FUND的EXPENSE RATIO都
| a*w
发帖数: 4495 | 6 离
【在 S**P 的大作中提到】
: 老婆刚进一个新公司(金融方面的),这个公司有一个屁规定要求它的员工及其家人的投
: 资(包括股票和基金)都转到他指定的一些鸟公司,这些鸟公司有以下:
: The Dreyfus Corp
: T. Row Price
: New England Securities
: Northwestern Mutual Investment Services
: Mark Bredin Investment Advisor
: Max Haspel Investment Advisor
: Credit Suisse Securities
: 我查了以上的一些FUNDS,Expense Ratio 贼高,一些普通INDEX FUND的EXPENSE RATIO都
| s********n
发帖数: 1962 | 7 not sure about others, but T Row Price is very reputable and
just as good as Vanguard and Fidelity.
【在 S**P 的大作中提到】
: 老婆刚进一个新公司(金融方面的),这个公司有一个屁规定要求它的员工及其家人的投
: 资(包括股票和基金)都转到他指定的一些鸟公司,这些鸟公司有以下:
: The Dreyfus Corp
: T. Row Price
: New England Securities
: Northwestern Mutual Investment Services
: Mark Bredin Investment Advisor
: Max Haspel Investment Advisor
: Credit Suisse Securities
: 我查了以上的一些FUNDS,Expense Ratio 贼高,一些普通INDEX FUND的EXPENSE RATIO都
| S**C
发帖数: 2964 | 8 I am curious what if you and your significant other's companies policies
conflict with each other
wife'
【在 n****u 的大作中提到】
: Please read and understand the policy completely. Companies have different
: rules on this.
: And you have to take it seriously. Otherwise it will cost your or your wife'
: s job.
: My company has the similar policy too. BUT!
: But, it allows me to keep mutual funds in the mutual fund company which
: issue these mutual funds.
: For example, if you have vanguard mutual fund account (not vanguard
: brokerage account) and you have vanguard mutual funds in it, my company
: accepts.
|
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