Autopilot, USPFA, Legacy Wealth Management?
10-25-2011 | 09:15 AM
#1
Thread Starter
Line Holder
Joined: Sep 2006
Posts: 62
Likes: 0
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?
10-28-2011 | 05:03 AM
#7
trip trading freak
Joined: Oct 2010
Posts: 673
Likes: 0
From: MD-11
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.
10-28-2011 | 08:15 AM
#8
Line Holder
Joined: Sep 2006
Posts: 1,209
Likes: 12
From: MD11 FO
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.
That Legacy stuff just annoys me because the guy takes up 50% of every Jetflyer.
10-28-2011 | 09:06 AM
#9
Gets Weekends Off
Joined: Jan 2007
Posts: 116
Likes: 0
From: Right here, for now
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.
Thread
Thread Starter
Forum
Replies
Last Post
