Home › Forums › Financial Markets/Economics › advice for me…
- This topic has 70 replies, 13 voices, and was last updated 17 years, 2 months ago by
(former)FormerSanDiegan.
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December 20, 2007 at 7:25 AM #121521December 20, 2007 at 11:08 AM #121681
lindismith
ParticipantI was in the same situation last year with my FA. I left him and went to Rich. I’m doing really well, and I feel so much ‘safer’ because I know Rich gets it.
I would recommend you call him or email him asap.
December 20, 2007 at 11:08 AM #121659lindismith
ParticipantI was in the same situation last year with my FA. I left him and went to Rich. I’m doing really well, and I feel so much ‘safer’ because I know Rich gets it.
I would recommend you call him or email him asap.
December 20, 2007 at 11:08 AM #121608lindismith
ParticipantI was in the same situation last year with my FA. I left him and went to Rich. I’m doing really well, and I feel so much ‘safer’ because I know Rich gets it.
I would recommend you call him or email him asap.
December 20, 2007 at 11:08 AM #121581lindismith
ParticipantI was in the same situation last year with my FA. I left him and went to Rich. I’m doing really well, and I feel so much ‘safer’ because I know Rich gets it.
I would recommend you call him or email him asap.
December 20, 2007 at 11:08 AM #121438lindismith
ParticipantI was in the same situation last year with my FA. I left him and went to Rich. I’m doing really well, and I feel so much ‘safer’ because I know Rich gets it.
I would recommend you call him or email him asap.
December 20, 2007 at 12:38 PM #121655socalarm
Participantthanks for the posts and the recommendations. i think this whole idea needs a re-thinking.
December 20, 2007 at 12:38 PM #121513socalarm
Participantthanks for the posts and the recommendations. i think this whole idea needs a re-thinking.
December 20, 2007 at 12:38 PM #121682socalarm
Participantthanks for the posts and the recommendations. i think this whole idea needs a re-thinking.
December 20, 2007 at 12:38 PM #121734socalarm
Participantthanks for the posts and the recommendations. i think this whole idea needs a re-thinking.
December 20, 2007 at 12:38 PM #121755socalarm
Participantthanks for the posts and the recommendations. i think this whole idea needs a re-thinking.
December 20, 2007 at 12:52 PM #121548cooperthedog
ParticipantBy currency fund, do you mean an actual foreign exchange fund or did you possibly misintepret this and you really have 20% in a money market?
The reason I ask is that an actual currency fund would not meet your goals of “very conservative” so it would make no sense to shift funds into one (unless your advisor thinks, for example, that a fall in the dollar is a “sure thing”, which is a red flag in itself).
December 20, 2007 at 12:52 PM #121690cooperthedog
ParticipantBy currency fund, do you mean an actual foreign exchange fund or did you possibly misintepret this and you really have 20% in a money market?
The reason I ask is that an actual currency fund would not meet your goals of “very conservative” so it would make no sense to shift funds into one (unless your advisor thinks, for example, that a fall in the dollar is a “sure thing”, which is a red flag in itself).
December 20, 2007 at 12:52 PM #121791cooperthedog
ParticipantBy currency fund, do you mean an actual foreign exchange fund or did you possibly misintepret this and you really have 20% in a money market?
The reason I ask is that an actual currency fund would not meet your goals of “very conservative” so it would make no sense to shift funds into one (unless your advisor thinks, for example, that a fall in the dollar is a “sure thing”, which is a red flag in itself).
December 20, 2007 at 12:52 PM #121717cooperthedog
ParticipantBy currency fund, do you mean an actual foreign exchange fund or did you possibly misintepret this and you really have 20% in a money market?
The reason I ask is that an actual currency fund would not meet your goals of “very conservative” so it would make no sense to shift funds into one (unless your advisor thinks, for example, that a fall in the dollar is a “sure thing”, which is a red flag in itself).
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