GeneralCommented on: 5 years ago (April 8, 2010)
GeneralCommented on: 5 years ago (April 4, 2010)
I meant loaded index funds that are available in C shares. Yes the client lives in CA. He does not need the funds short term and has a fairly aggressive risk tolerance. His house is paid off and...
GeneralCommented on: 5 years ago (February 22, 2010)
Sometimes my older clients get senile and call me when their check is a day late. They're nice people and I'm absolutely fine with it, but it can disrupt prospecting hours.
InsuranceCommented on: 5 years ago (February 20, 2010)
The Pru contract is OK, but they still reserve the right to move the client's money to bonds or cash when that stupid algorithm says so. And I think...
GeneralCommented on: 5 years ago (February 9, 2010)
Sportsfreakbob wrote:Really good article in Business Week this week, on the risks of using bond funds in a rising rate environment , and ways to navigate those risks