Thread Replies (21)
Looking for Wealth(ha) or money manager recommendations
-- ElbertoHokie
May 06, 2024 at 08:27 AM ET
ElbertoHokie
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05/06/24 08:27 AM ET
Jay Jacob at Wells Fargo advisors. Kid that grew up in my practice. Very
-- DonHo-kieHi
May 06, 2024 at 12:46 PM ET
DonHo-kieHi
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05/06/24 12:46 PM ET
You're near Charlotte right? My brothers roommate is an adivsor in Shelby
-- Hokerer
May 06, 2024 at 11:40 AM ET
Hokerer
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05/06/24 11:40 AM ET
Madoff, Ponzi and Belfort…they promise above market returns.**
-- Twelfth Man
May 06, 2024 at 10:32 AM ET
Twelfth Man
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05/06/24 10:32 AM ET
I have a great financial advisor, and I commend you for seeking out a pro->
-- HOKIERIT
May 06, 2024 at 10:08 AM ET
HOKIERIT
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05/06/24 10:08 AM ET
I can help. Hokie advisor licensed in NC. Send me an email
-- vt88hokie
May 06, 2024 at 09:39 AM ET
vt88hokie
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05/06/24 09:39 AM ET
Do you have $2M in your 401k yet?
-- hoosnowahokie
May 06, 2024 at 09:23 AM ET
hoosnowahokie
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05/06/24 09:23 AM ET
Simple suggestion, do a search for mutual funds that have done well...
-- EDGEMAN
May 06, 2024 at 09:13 AM ET
EDGEMAN
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05/06/24 09:13 AM ET
We have friends that use Fisher Investments. They supposedly only do
-- UTPr0sim
May 06, 2024 at 10:41 AM ET
UTPr0sim
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05/06/24 10:41 AM ET
Simpler solution...Index funds/ETFs. They are boring, but they work
-- Tafkam Hokie
May 06, 2024 at 09:52 AM ET
Tafkam Hokie
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05/06/24 09:52 AM ET
I've done that, I just want someone to take a look at everything in
-- ElbertoHokie
May 06, 2024 at 09:48 AM ET
ElbertoHokie
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05/06/24 09:48 AM ET
I agree with that approach. It has paid off well for us..**
-- HOKIERIT
May 06, 2024 at 10:12 AM ET
HOKIERIT
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05/06/24 10:12 AM ET
You have plenty of time, unless you're looking to retire in 5 years...
-- EDGEMAN
May 06, 2024 at 09:55 AM ET
EDGEMAN
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05/06/24 09:55 AM ET
Even if you are retiring in 5 years, you've probably got lots of time
-- Tafkam Hokie
May 06, 2024 at 10:00 AM ET
Tafkam Hokie
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05/06/24 10:00 AM ET
Exactly.. when you retire you do NOT "cash out".Should still get a return!**
-- HOKIERIT
May 06, 2024 at 10:15 AM ET
HOKIERIT
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05/06/24 10:15 AM ET
I will add if you are getting to the point where you will be withdrawing
-- Tafkam Hokie
May 06, 2024 at 10:54 AM ET
Tafkam Hokie
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05/06/24 10:54 AM ET
This guy. Just add hookers.**
-- tongahokie
May 06, 2024 at 09:02 AM ET
tongahokie
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05/06/24 09:02 AM ET
Social Security + Medicaid. We got you!**
-- JoesterVT
May 06, 2024 at 08:37 AM ET
JoesterVT
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05/06/24 08:37 AM ET