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Minnesota

Randomthought

(1,021 posts)

15. Two very similar names

Reply to progree (Reply #11)

Tue Oct 1, 2013, 11:28 AM

Oct 2013

RBWealth is very similar to RBC Wealth and UBS is often mistaken for US Bank. I'm sorry that I misread your original post and said so earlier. As for my company not being ethical -our reputation is very good and you are free to refute that with any facts you can find but not infer because i misread your post with I'm apologizing for the third time now.
Investment balancing is also dependent on your age.
My suggestion that an individual who wants to invest only in socially conscious stock do their own research stands.
annm4peace stated she had a company 401k and she wants to invest other savings. I'm merely suggesting she look at the individual stocks because the stock portfolios of mutual funds change constantly.

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Does anyone have a socially conscious financial planner they can recommend ? [View all] annm4peace Sep 2013 OP

Start with a small portion of your money EgyptianDentist Sep 2013 #1

RBC Wealth Management, Vanguard, Google socially responsible investing; progree Sep 2013 #2

I agree with progree geardaddy Oct 2013 #25

thanks for the info.. annm4peace Sep 2013 #3

Sit Investment Randomthought Sep 2013 #4

"Consistently in the top ten Morningstar ratings" - what does that mean? (performance megapost) progree Oct 2013 #30

you work at RB Wealth ? annm4peace Sep 2013 #5

?? Randomthought Sep 2013 #6

I mentioned RB Wealth (Later: oops: RBC Wealth Management) progree Sep 2013 #7

RB Wealth Randomthought Sep 2013 #8

I think RBC is Royal Bank of Canada progree Sep 2013 #9

no UBS is not USBank Randomthought Oct 2013 #10

I did not say anywhere that U B S is US Bank. I asked if U S B was US Bank progree Oct 2013 #11

I just work in the industry so what do I know Randomthought Oct 2013 #12

So, tell us about your record, then. progree Oct 2013 #13

You're ethical and you look at research all day. OK, got it. n/t progree Oct 2013 #14

Two very similar names Randomthought Oct 2013 #15

I'm much more concerned that you "misread" #9. Please read #11 again. progree Oct 2013 #16

Uhh, no, she said she wants to reinvest her 401k too, not just her other savings progree Oct 2013 #17

I wouldn't move the 401 k either Randomthought Oct 2013 #18

401 k progree Oct 2013 #19

rules on the 401k Randomthought Oct 2013 #20

She's looking for a financial advisor, not just some no-load funds of her choice to buy on her own progree Oct 2013 #21

I don't work in mutual funds Randomthought Oct 2013 #22

I don't work in mutual funds either, but I have a browser and an Internet connection progree Oct 2013 #23

and you have more time Randomthought Oct 2013 #24

Is this anything????? glinda Oct 2013 #26

thanks everyone. I was just looking for a name annm4peace Oct 2013 #27

FWIW, just because a place advertises with AM950 ... SomeGuyInEagan Oct 2013 #28

I agree, and never said that was my only reason - see #11 where I responded to that point. n/t progree Oct 2013 #29

If I were younger and more energetic, roody Oct 2013 #31