Gary Ambrose

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.

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.

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.

Set the ground rules and make sure it feels right.

Set the ground rules and make sure it feels right.

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.