So, my family and I are finally at a place where we've got no debt except a 15 year 3.25% mortgage, and have finished saving our emergency fund. We wanted to investing our extra savings, but didn't know any better and JUST opened an account with Edward Jones (on the advice of my parents.)
So far, we've only put about $4,000 into a Roth IRA and $2,000 into a joint investment account with EJ, so not a lot.
We're looking at investing another $3,500 or more by the year's end (got a lot of freelance contracts, which is great.) We plan to open a Vanguard account with the next money we have to invest.
We are definitely not going to add any more to our EJ accounts. Considering we JUST paid the upfront fees on A shares, should we leave the accounts as is for awhile, at least to gain back the value, or run screaming, cut our losses, and transfer it to Vanguard ASAP?