investment advisor

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Results 11-20 from 199 articles
49

Should I Refinance?

T.B. asks from San Francisco

I purchased my home 6 yrs ago at a fixed rate of 6.375% for 30 yrs. My financial advisor is advising that I refinance at a new fixed rate of 5% for 30 yrs and includ...

8

529 Accounts for Your Kids? Pros/Cons? Other Alternatives?

S.H. asks from Honolulu

Just trying to get an idea of pros/cons of 529 College Accounts for kids. Or what other financial type accounts for kids college savings is better? 529 accounts, so...

5

Investing in Real Estate

K.A. asks from Philadelphia

Hey Mamas Does anyone have any advice/knowledge on how to go about buying a few investment properties with no money down? My husband and I are interested in getti...

8

What Kind of College Funds Are Best?

K.G. asks from Boise

I want to start an investment fund for my daughter (5 months) but just don't know which one is best - a 529, just a regular money market account....What if she gets a...

7

Expectations from CPA Financial Advisors and Tax Accountants

S.H. asks from Santa Barbara

Are there any companies that handle investments and taxes? I would really like a person who does our taxes to be familiar with investments and visa versa. I was ex...

9

529K

L.V. asks from New York

In August of 2008 I invested some of my kids money into a 529K plan. I am so upset because between the 2 of them they have lost between $500 and $850 dollars f their ...

3

"Need Help Understanding My Mutual Funds in This Situation"

R. asks from Dallas

My husband and I currently have Roth IRAs, ESAs, and Coverdell accounts with Edward Jones. We have been with Edfor 7 years, but I am just concerned because I don't un...

6

What to Do with Monetary Graduation Gifts?

K.T. asks from Atlanta

My daughter is about to graduate high school and head to college in the fall. She is receiving a considerable amount of money gifts from family and friends. I would...

5

GVT Savings Bonds- Questions for the Money Wise/ Math Inclined

F.B. asks from New York

Mamas & Papas- I remember that my folks put our b-day money and other occassional cash gifts into government bonds which doubled in face value after a maturation ...

7

Investing/Saving Question

R.W. asks from Salt Lake City

I'm hoping some of you are financial gurus who know a lot about investing and can help me with a question. As of right now, we are 100% debt free (about to purchase ...

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