你傷了我的心

Wednesday, December 19, 2007

I finally did it..................

I finally called Oppenheimer to open a new fund so that I can diversify. I've been meaning to, but I was a little lazy and never got around to calling them. I finally did it this morning and I'm proud of myself. I told the guy on the phone that I talked to my financial advisor and since I just graduated college and I'm making more money, I should open a new fund. I told him that I wanted to take $500 from my Capital Appreciation Fund and use it to open the International Diversified fund; then I want to increase my monthly payment of $50 to $100 and split it $50/$50 to Capital Appreciation and International Diversified. He was like, "Oh, congratulations on graduating. And wow, that sounds like a really good idea!" He said he couldn't do the transaction because it was an IRA account so he'll transfer me to someone who could help me. The lady who came on saw the notes and reconfirmed what I wanted to do. It took like 30 seconds and that was it.

Next, I want to increase my student loan payments, but I think I'll keep it where it is for now.... and increase it once I build up some more capital in the next few months.

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