All mutual funds will offer this service as they are looking to secure your account. As always anyone's information is as good as the information you give them. I deal with T. Rowe Price mutual fund and have availed myself of their service to keep a check on my thinking.
Not T. Rowe but a planner once told me that I needed bonds in my portfolio as I had none. Should I have gone with that information I would have lots less today.
My philosophy works for me and I surely would not expect anyone to adopt it.
I am a retired workaholic and continuing aquaholic.
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