Gary Ambrose

You want to understand what the person across the table from you does for a living and how they do read more

You want to understand what the person across the table from you does for a living and how they do it.

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.

They can't give endorsements, but they can at least lead you to three or four people in your geographic area read more

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.

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.