Favorite team:	LSU
Location:	covington
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Number of Posts:	22
Registered on:	8/12/2010
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re: REIT AND BDC ADVICE

Posted by cadn0327 on 1/9/18 at 6:35 am

LOL! I had the accounts transferred to my Fidelity Investments account. I believe the FS Energy & Power Fund ticker is PINX:FSEN and the Healthcare BDC is PINX:NHHS. I'm assuming these are pink sheet/OTC funds which is why it's so difficult to get rid of... It looks like $19,000 in FS Energy ...

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REIT AND BDC ADVICE

Posted by cadn0327 on 1/4/18 at 6:02 am

I'm no longer working with my financial advisor but during that time, 2014/2015, I had a 401k from a previous employer that was rolled over to a traditional IRA and the advisor invested it into FS Energy & Power Common Fund, which is a BDC, and Northstar Healthcare Income, which is a REIT. These ...

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Do I really need a Will?

Posted by cadn0327 on 4/3/14 at 6:44 am

I just started working with a financial advisor and he has stated that setting up a will is one of the first steps that I should take. He said he would be able to refer me to an attorney and that it would cost about $1500 for me and my husband. Do we really need to create a will and if so do we ...

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Suggestions on Tax Free Bonds

Posted by cadn0327 on 11/23/11 at 6:48 am

I am looking for some advice on investing in short term tax free bonds. I was told to look into WELLS FARGO ADVANTAGE SHORT TERM MUNICIPAL BOND FUND (STSMX) and FIDELITY CONSERVATIVE INCOME BOND FUND (FCONX). Does anyone know of any other tax free bonds I should look into or have experience with the...

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Mortgage Remodification = BS

Posted by cadn0327 on 10/21/10 at 6:34 am

I'm not sure if anyone else has seen the effects of this, but I work in the industry and everyone that I see who has participated is screwed. They try to refinance after the modification and since they have been instructed NOT to pay there mortgage for 3 months they end up completely screwing their ...

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re: No credit = No credit card to build Credit?

Posted by cadn0327 on 8/30/10 at 6:36 am

I agree. Go to a local bank and get a secured revolving account. Or if your parents are willing to make you an authorized user on one of their cards and they have really good credit that will help you out as well. As an authorized user that doesn't mean you would have a card, but its a great way to ...

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re: Mortgage rates sink to lowest level on record

Posted by cadn0327 on 8/23/10 at 5:45 pm

you can get 4.375% on a 30 year and 3.875% on a 15 year fixed! And thats with no POINTS!...

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re: House Appraisal

Posted by cadn0327 on 8/17/10 at 6:11 am

this isn't by any means fool proof but it gives you an idea of what is selling and the sales price. http://www.homesandland.com/HomeValuations.cfm The other person who commented is correct about the distance, its typically a 1 mile radius but the appraisers prefer homes in the same neighborho...

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re: How long does it take....

Posted by cadn0327 on 8/17/10 at 6:02 am

I suggest 2 things.... 1. if your parents have good credit, become an authorized user on one of their credit cards - there score will help increase your score 2. get a secured loan with a local bank (put your own funds down and borrow against it) Just an FYI - mortgage companies use your mi...

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re: Should I re-finance my house?

Posted by cadn0327 on 8/17/10 at 5:58 am

If you plan to stay in the house it makes a lot more sense, especially if you plan on rolling in closing costs. I suggest also looking into a 10 year term. Take a look: Current monthly note - proposed monthly note= savings per month savings per month / closing costs = # of months to recoup clo...

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