Gary Ambrose

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.

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.

Set the ground rules and make sure it feels right.

Set the ground rules and make sure it feels right.

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.