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Learning, Sharing, and Teaching => Investor Alley => Topic started by: rulesofacquisition on October 22, 2018, 12:49:32 PM

Title: Inherited DWS mutual fund - what to do?
Post by: rulesofacquisition on October 22, 2018, 12:49:32 PM
My son and I inherited half each of my mother's DWS account. It is 1118 shares of non-retirement DWS small cap fund-s accoding to the statement. It has lost $4000 since August and is worth just shy of $40,000. Should we hurry up and move it somewhere else or keep it where it is? I don't have any stocks or experience and neither does my son. We don't need the money, I'm 50 and my son is 22, he will of course make his decision, but I want to make this money work as hard as I can.