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.

Set the ground rules and make sure it feels right.

Set the ground rules and make sure it feels right.

Technology funds and small-cap funds are where the volatility is going to be.

Technology funds and small-cap funds are where the volatility is going to be.

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.