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Computerized Investing > Third Quarter 2013

What Members Are Asking Online

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by CI Staff

Using an Adviser vs. Investing in Funds

My wife’s grandmother was recently widowed at 75 with no knowledge of finances. We visited a couple of advisers who recommended certain asset allocation strategies. My thought is that I would take their advice and do this investing for her. Though I have little experience with investing during retirement, I figured out what she will need for living expenses. I have chosen a 35%/55%/10% asset allocation for stock/bond/cash. What is the best way for me to invest? Do I call a large firm, like T. Rowe Price, Vanguard, etc., and invest the majority in their retirement accounts? I am not looking to actively manage these investments more than semiannually.

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