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Reply to @catch22: Hi Catch. Yes, all of the accounts are with the brokerage feature. I look forward to hearing your perspective on funds, allocation, etc. Thx again.
Reply to @Investor: Thank you Investor. I am familiar with GPGOX since I previously invested with Wasatch. Otherwise, I have my work cut out for me related to your other suggestions.
Reply to @Investor: Thank you for the links. Both were insightful. To answer your question regarding risk exposure and asset styles, I've had some success over the years in small caps and allocation funds as well as with boutique managers with a s…
Reply to @Investor: The retirement accounts remain in our individual names, whereas the non-retirement accounts were consolidated into one joint account. However, all of these accounts are now in the same place, meaning we need only one user name …
