Madison MoneySports - Personal Finance Thread

[WRXtranceformed]

I can't even check my Roth because our company got sold (again) and we're in a black out period as we transition to Fidelity.

The good news is that apparently Fidelity has lower fees than our old provider, but the funds that my funds are transitioning into are HEAVILY Fidelity-specific funds which may be good or bad.  I've got Ben comparing them for me now because I don't have time to read through a book full of prospectuses (prospectii?)

my roth is through Fidelity, has been for years and years.  i think you'll like them.  I have two fidelity funds in my portfolio and they do well as far as i'm qualified to say 

Nice!  I'm glad I checked, we completely revised the investment allocations and percentages because the matched funds in some cases were actually completely different.

My figure was 12 months rolling for whoever asked. I am pretty pleased with that considering that's a diversified mix of funds, some of which are not invested in the market (I am at the point now where I need to start dialing even more money into more stable vehicles like bonds).  I was also mistaken, that did not include the growth from the tax havens or 401k which I mentioned.

Our blackout period ends in mid September, so I need to quickly reallocate the 401k funds and then I can see how the soup to nuts strategy came together from a % growth standpoint.  I can see the net worth values and growth over time but I can't isolate the funds I want to see until this site is fixed anyway