CI Market Dashboard

We have put together a collection of market indicators and track them to help you gauge the direction of the market.

CI Analysis Worksheets

Interactive analysis templates covering DuPont analysis (return on equity), valuing stocks the Warren Buffett way, and more to come.

CI Blog Feed

Market Rebound Generates New Bullish Dashboard Signal
posted 20 hours ago by Wayne Thorp

Bullish Sentiment Lowest in a Year
posted 4 days ago by Wayne Thorp

Mt. Gox Likely to Begin Liquidation Process
posted 5 days ago by Wayne Thorp

Intel’s Profit Declines Again Yet Shares Rise–What’s In Store for PCs?
posted 6 days ago by Joe Lan

Today Only: Google Glass for Sale
posted 6 days ago by Wayne Thorp

Computerized Investing > Third Quarter 2013

What Members Are Asking Online

PRINT | | | | COMMENTS (2) | A A   Reset

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.

...To continue reading this article you must be a Computerized Investing Subscriber.

Gain exclusive access to this article and all of the benefits and investment education a Computerized Investing subscription offers.

SUBSCRIBE TODAY for just $24.
Log in
Already a CI subscriber? Login to read the rest of this article.

A subscription to Computerized Investing includes a monthly email and access to the CI Website, all of which aim to benefit your investing skills with respect to computers and the Internet.