Gary Ambrose

Gary Ambrose
area four geographic lead meet people three
They can't give endorsements, but they can at least lead you to three or four people in your geographic area that you can meet with.
funds technology volatility
Technology funds and small-cap funds are where the volatility is going to be.
fund funds market prefer stock total
I would prefer a total stock market fund if it's going to be their only investment, but if it's the first of many funds I'd go with the S&P 500 Index Fund.
accounting capital cases clue gains handled portfolio splitting stepped stuck wife
Splitting up the portfolio is more than an accounting measure. I've handled cases where the portfolios were really diverse. If I hadn't stepped in, the wife would have been stuck with capital gains that she had no clue about.
fixed lock protect rate time variable
If you have a variable rate mortgage, now is the time to refinance and lock in a fixed rate to protect yourself in the long run.