Comments on: Never trust a man in a tie http://www.secondnegative.com/archives/2006/07/14/never-trust-a-man-in-a-tie/ Fri, 21 Nov 2008 23:16:06 +0000 http://wordpress.org/?v=2.6.2 By: Greg http://www.secondnegative.com/archives/2006/07/14/never-trust-a-man-in-a-tie/#comment-18296 Greg Thu, 10 Aug 2006 01:17:40 +0000 http://www.secondnegative.com/archives/2006/07/14/never-trust-a-man-in-a-tie/#comment-18296 Haha...wow! Thanks for all the info, that's really helpful. He was a CFP. It was at Ameriprise. We met a few times, but didn't end up going with them. The annual fee plus percentages was part of it, but he was pushing some things we didn't care for. I'm a bit of a control freak about my money. I do invest in my company's 401K and they offer a 100% match up to 5% of your income, so it's a pretty good deal. At least, they tell me it's a pretty good deal...ha. Haha…wow! Thanks for all the info, that’s really helpful.

He was a CFP. It was at Ameriprise. We met a few times, but didn’t end up going with them. The annual fee plus percentages was part of it, but he was pushing some things we didn’t care for. I’m a bit of a control freak about my money.

I do invest in my company’s 401K and they offer a 100% match up to 5% of your income, so it’s a pretty good deal. At least, they tell me it’s a pretty good deal…ha.

]]> By: Stefan http://www.secondnegative.com/archives/2006/07/14/never-trust-a-man-in-a-tie/#comment-18288 Stefan Wed, 09 Aug 2006 23:44:45 +0000 http://www.secondnegative.com/archives/2006/07/14/never-trust-a-man-in-a-tie/#comment-18288 I hope you asked his credentials - is he a CFP or just a "financial advisor"? I used to have my series 7 which made me a what used to be called a "stock broker". A person that can sell/buy stocks, bonds, mutual funds, etc. for their client. Now, they refer to these people as "financial advisors". Many of them are just sales people that studied and took the test and are working for Edward Jones, New York Life, etc. They go out and get clients by telling them "hey, I just saw a stock, bond, etc that is a great investment and I just thought of you and want to share this idea with you!!" Best thing you can do for yourself? Invest in your company's 401(k) and get the Employer match if they have it.... and/or open a traditional IRA or Roth IRA with a discount broker like Scottrade (which I use) and invest money every month into some good mutual funds like Vangard, T Rowe Price, etc. Trust me, you'll do a LOT better than you would using a broker who charges you commissions. Just my opinion from a person with a BS Finance, MBA, BS Accounting - working as an external auditor for a CPA firm while studying for my CPA test, and former series 7 license holder. :) Hope you're doing well Greg :) I hope you asked his credentials - is he a CFP or just a “financial advisor”? I used to have my series 7 which made me a what used to be called a “stock broker”. A person that can sell/buy stocks, bonds, mutual funds, etc. for their client. Now, they refer to these people as “financial advisors”. Many of them are just sales people that studied and took the test and are working for Edward Jones, New York Life, etc.

They go out and get clients by telling them “hey, I just saw a stock, bond, etc that is a great investment and I just thought of you and want to share this idea with you!!”

Best thing you can do for yourself? Invest in your company’s 401(k) and get the Employer match if they have it…. and/or open a traditional IRA or Roth IRA with a discount broker like Scottrade (which I use) and invest money every month into some good mutual funds like Vangard, T Rowe Price, etc.

Trust me, you’ll do a LOT better than you would using a broker who charges you commissions.

Just my opinion from a person with a BS Finance, MBA, BS Accounting - working as an external auditor for a CPA firm while studying for my CPA test, and former series 7 license holder. :)

Hope you’re doing well Greg :)

]]> By: trench http://www.secondnegative.com/archives/2006/07/14/never-trust-a-man-in-a-tie/#comment-17720 trench Thu, 20 Jul 2006 23:57:04 +0000 http://www.secondnegative.com/archives/2006/07/14/never-trust-a-man-in-a-tie/#comment-17720 denim rocks. I think Im the only teacher on the earth who wears denim shorts to work everyday. lmao. I hate suits and I cant tie a tie to save my life! denim rocks. I think Im the only teacher on the earth who wears denim shorts to work everyday. lmao. I hate suits and I cant tie a tie to save my life!

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