Who Still Offers B Shares & Best Bond Funds

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Feb 11, 2010 3:31 pm

And I assure you I did not take the time to look up bigcheese and then add an 09...bigcheese09 has been my aim name since high school and my password since middle school...and again, I was not ripping anybody...I simply showed the hypo I did with the 10k a client was investing into a Roth and the B-shares won...how is that a rip?

Feb 11, 2010 3:32 pm

And you aren't kidding about Templeton's Global Bond Fund...It's 10 year annual return is stupid...Appreciate that 

Feb 11, 2010 3:38 pm

Just change your screen name or start another one. See if bigjackass09 is available.

Feb 11, 2010 3:40 pm

Who pissed in your cheerios this a.m Ron?

Feb 11, 2010 3:44 pm

I'll keep checking on other fund companies, but if that is the case, that's a pretty legit idea 3rdyrp2...Appreciate it

Feb 11, 2010 4:38 pm

And Ron, seriously (I'm not trying to stir up sh*t or anything) but I'm curious who I ripped...I swear I was not trying to rip anybody...It was just a question

Feb 11, 2010 4:46 pm

You made a smart ass comment to Sometimesnowhere and then went back and changed it. Too bad I already quoted it and replied, preventing you from erasing it completely.

Feb 11, 2010 4:52 pm

What??? Ron, I promise you I didn't do that...I don't even know how to change stuff on here...I'm brand new to the site I swear...I've been on this site all day long but had to go out for a few meetings, so maybe one of the guys in the office came in and changed some sh*t to f with me and make me look like a cuntnugget or something, but I promise you that what is posted now is what I posted

Feb 11, 2010 4:55 pm

Is this the third coming of Windy?

Feb 11, 2010 5:12 pm
Ron 14:
bigcheese09:

Which performance do you prefer SometimesNowhere?

 
You are a clown. You are stealing screen names and now ripping on guys who actually know the business? Get bit and go sell your B shares at Fidelity.
 
This is what you posted clown car.
 
Feb 11, 2010 5:16 pm

Ron, I assure you that is not what I posted...Does that sound like anything else I posted the entire time? I swear I just got on here to research, find great ideas from some veterans, and ask questions that I keep running into...I promise you I didn't write that...That doesn't fit what I'm trying to do at all

Feb 11, 2010 5:32 pm

How the hell would I get it to quote then ? Nevermind. You are a waste of my time.

Feb 11, 2010 5:49 pm

No i'm not accusing you of lying, you said it went to that line (that you quoted) and then back to the question...I'm saying that when I left my office to go to my meetings, I'm guessing someone from the office changed it to that smartass remark you quoted, then changed it back when I got back to make me look like a cuntnugget and I was clueless as to what the hell was going on and why ppl wanted me to jump off a bridge etc.

Feb 11, 2010 6:04 pm

As the creator of Big Cheese, I think the forum administrator has to share the revenue allowing bigcheese09 to this forum.

 
I will be expecting the check soon.
 
The greatest form of flattery is to replicate what others have done...If your production 09 spikes I take full credit and expect a check from you too...
Feb 11, 2010 6:04 pm

Feb 11, 2010 6:13 pm

haha do I make it out to Big Cheese?

Feb 11, 2010 10:08 pm

Makes me wish EDJ had a fee based platform that we as advisors actually had control of and could build the portfolio however. I think every client deserves the right to decide if they want to pay an annual fee or transactional. Of course at Jones we have Advisory.....Where we give EDJ COMPLETE control!...That's great....except then Jones has COMPLETE control of our business:) ...Then we are just babysitters and any chump can do that job...

Feb 11, 2010 10:37 pm

Why do you think so many firms make fun of you guys?  EDJ and Primerica are the only two "firms" in the industry without a fee-based platform advisors can trade on.

Feb 12, 2010 10:12 am
Ronnie Dobbs:

Makes me wish EDJ had a fee based platform that we as advisors actually had control of and could build the portfolio however. I think every client deserves the right to decide if they want to pay an annual fee or transactional. Of course at Jones we have Advisory.....Where we give EDJ COMPLETE control!...That's great....except then Jones has COMPLETE control of our business:) ...Then we are just babysitters and any chump can do that job...

 
Technically that's not accurate.  You could do Advisory on the custom model side.  You have more control over it then.  Granted, you still have to stay within the guidelines with percentages in G/I, G, etc and you can't use individual securities, but if control is what you're looking for then you've got quite a bit of it that way. 
 
If you see Advisory as reducing your role with your clients down to simply babysitting, then you're missing the point of the program altogether.   With my Advisory clients I've become MORE involved with them rather than less.  We just spend more time talking about things other than performance and fund companies.   
Feb 12, 2010 10:13 am
3rdyrp2:

Why do you think so many firms make fun of you guys?  EDJ and Primerica are the only two "firms" in the industry without a fee-based platform advisors can trade on.

 
Aren't you an Ameriprise guy?