Search results

  1. A

    Should I Change @ 40y/o

    @optimisticbeliever Thank you so much for the insights
  2. A

    Should I Change @ 40y/o

    @optimisticbeliever Roth 401k. Fidelity through my work. I’m a novice investor so just trying to read & learn. Did I answer your questions? Why is 10% bonds too much for you?
  3. A

    Should I Change @ 40y/o

    I have my retirement in a Roth @ 12% via Fidelity w/ 90/10 split. 90% JPM US Equity R6 (closest offering to S&P 500) & 10% Loomis Core PL BD N (Bond fund). I’m about to turn 41. I have under $100K under management as of today. Should I make any adjustments? Thank you in advance!
Back
Top