Saturday, February 01, 2014

Edward Jones and USAA

Had a tussle with a financial manager yesterday.
I have had my money at EdwardJones for the last three years.
Met a young man who seemed to have his act together.
He put my money In Some good mutual fund and sent me on my way.
My old self was deeply involved in tracking my investments, but
With all that is going along, a break was much needed.

The money has done well.
The young man was polite and put up with my curiosities.
The one year expected, turned into several.

He was promoted to a new place in the company and moved.
He did try to get ahold of me, but my son was returning and my life was on stand still.
The unexpected part was opening my statement and seeing
A new manager was in his place.

Tending to be old school, our philosophy has been to do it ourselves
Or find someone we trust.
The person whom we trust.

My money was transferred yesterday back to USAA
We will be back to going it alone with a bit of guidance.
If I don't know the guider, I might as well not pay the fees.
Back to hitting the books for me.
Leaving my homework undone and trusting has raised my net worth
But stolen my energy for such things as well.

I don't get it.
I know this generation is into the social media
But there is something to be said about personal relationships.

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