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I've always been an admirer of Romick but I've never been able to justify the fees. In 2000 I was 50 and could still bench 400 lbs. Times have changed for me and I suspect Romick as well. 'Course that's what makes a horse race.
The thing about IVV i…
MStar shows 1.03% ytd, -2.69% over 1 yr, and 6.39% over 3 years. That's less than 60% IVV and 40% cash over all periods for the fee of 1.11%. Nothing confusing about that.
I'm doing the same thing for the same reasons and it's been an ongoing process. I downloaded the forms and sent them in no issues. They created the account with only one trustee when there were 2 on the form. It took 2 weeks to find that out as they…
