Gary Ambrose

If you have a variable rate mortgage, now is the time to refinance and lock in a fixed rate to read more

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.

Splitting up the portfolio is more than an accounting measure. I've handled cases where the portfolios were really diverse. If read more

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.

I would prefer a total stock market fund if it's going to be their only investment, but if it's the read more

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.

You don't want to pick a family that just created a fund they don't have a history in.

You don't want to pick a family that just created a fund they don't have a history in.