Lou Stanasolovich
Lou Stanasolovich
accounts behaved buy fund market might performance personal track
We might buy a little of the fund in personal accounts before we have those interviews. That way we track the performance and see how it's behaved in different market phases.
best bonds domestic family fund good lousy might types
No one fund family has all the best types of funds. One fund family might be good with domestic equities but lousy with bonds and international funds.
follows size
As long as it follows the index, size isn't an issue.
clients proximity unique
There aren't any universals. You need to look at your proximity to your relatives, your health?I tell clients it's unique to their own situation.