Date: Tue, 13 Feb 2007 12:23:40 -0600
From: "PeterL" 
Newsgroups: misc.invest.financial-plan
Subject: Re: Fidelity's portfolio advisory services, Yay or Nay?
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On Feb 13, 8:42 am, "dan"  wrote:
> What do you guys mean when you say "equities"?  Stocks?

Yes it means stocks.


>
> This thing is, I've found the Fidelity allocation tool to be rather
> generic, simply recommending certain sectors to be in, not actual
> funds.  I think i'll give it a shot.


The Fidelity tool is rather un-intuitive.  But if you go through all
the layers eventually it'll give you specific funds recommendations
(maybe you have to actually have an account).  By contrast Schwab is
extremely easy to use, again giving you general allocations and
specific fund recommendations.