Layout:
Home > Archive: March, 2009

Archive for March, 2009

Financial Services Company???

March 10th, 2009 at 01:39 am

I started managing money with a guy through Ameriprise Financial. He left and went to MetLife, I followed. We don't really hear from him and frankly, I think I can handle watching funds and stocks myself.

So where should I go? I heard Charles Schwab is good.

I just want to transfer things, not sure how hard it will be. I have a MMA, Roth, 1 stock and 2 mutual funds. They are simply serviced by MetLife (Pershing).

I want to ditch the 2 funds (IMRFX and JALGX) and take what little money that's left and put it in better funds. Suggestions?

Refinance

March 10th, 2009 at 01:20 am

So I have about $231,000 at 6.25% on a 30 year fixed VA loan. My buddy works for a place that does refinancing and other things like that and can get me 5% fixed. There are some fees of course. I plan on doing a shorter term loan still fixed and VA. What are the cons?

Thanks!