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Old 10-25-2011, 09:15 AM   #1 (permalink)
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Default Autopilot, USPFA, Legacy Wealth Management?

For those who have been using any of these three methods to manage their FDX 401k my question is--Are you making money in the long run. What has been your returns, time frame, costs etc?
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Old 10-26-2011, 03:29 AM   #2 (permalink)
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Crickets??? 13 posts on shoes yet none on advice about managing our most important asset--our 401k??
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Old 10-27-2011, 01:27 PM   #3 (permalink)
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Are these the main ones guys use at FedEx?
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Old 10-27-2011, 03:25 PM   #4 (permalink)
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Bird dude,,,I would be interested in some responses too. Maybe after todays +340 dow someone will chime in,,,,,
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Old 10-28-2011, 04:01 AM   #5 (permalink)
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Default Really?

17 posts on getting my car repaired in MEM but still NO ONE uses any of these services to manage maybe a million dollars in your 401k?
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Old 10-28-2011, 04:18 AM   #6 (permalink)
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Why not just use a target retirement fund with Vanguard?
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Old 10-28-2011, 05:03 AM   #7 (permalink)
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Quote:
Originally Posted by mcdbirdman View Post
17 posts on getting my car repaired in MEM but still NO ONE uses any of these services to manage maybe a million dollars in your 401k?
Ok, here's a post for you. I don't use them. I know 2 retirees that used Legacy wealth management. Both liked it. They have regular presentations at the planet where they show there returns if you are so inclined.
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Old 10-28-2011, 08:15 AM   #8 (permalink)
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I've been with them for 2 yrs and so far not impressed. Lucca has has to figure several things out (like selling too early causes us extra high charges), he calle this last downturn way too late and so far, as a result his numbers for past 12mos are pretty bad. If the market actually recovers like it did yesterday, luccas advice will really hurt since he's had us 100% in MM when the Dow was quite a bit lower.

That Legacy stuff just annoys me because the guy takes up 50% of every Jetflyer.
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Old 10-28-2011, 09:06 AM   #9 (permalink)
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This is from USPFA's latest newsletter. If you are someone who doesn't want to watch things day to day and analyze all the options available to us, you can't beat it for $120/yr. As he explains constantly on his site and in the newsletter, you can do it your own way if you want. Yeah you can get in or out a little sooner than his models, but you have to roll the dice. The long term results is a no brainer for me...



Last edited by PurpleFreight; 10-28-2011 at 09:22 AM.
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