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Schwab help - mutual fund vs ETF vs ThomasPartners Balanced Income - overwhelmed!

Bogleheads • View forum - Investing - Help with Personal Investments - www.bogleheads.org
Hi. I'm new to the boards, a novice investor, and I'm looking for some help related to Schwab. I recently transferred my 401k balance from a previous employer to Schwab with the intent to set up a mutual fund portfolio, however the Schwab Financial Consultant I spoke with strongly recommended that I consider the ThomasPartners Balanced Income (60% Equities/40% Fixed Income) approach or the ETF approach instead of mutual funds. The balance is about $200k and I'm 42 years old. Any strong opinions on mutual funds vs ETF vs the ThomasPartners recommendation? I'm uncomfortable walking away from mutual funds but I'm an unskilled investor so I wanted to get some help. Thanks in advance for your perspective.
Date: Jan 12, 2018   


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