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| Favorite team: | |
| Location: | Houston, TX |
| Biography: | Nomad |
| Interests: | |
| Occupation: | |
| Number of Posts: | 13 |
| Registered on: | 11/17/2012 |
| Online Status: | Not Online |
Recent Posts
Message
re: Northshore CPA
Posted by Llama on 8/8/17 at 8:08 pm
That's who we have been using for the last 7 years & would recommend. We moved out of state and still use him. ...
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re: Good ETF or Vanguard fund suggestion...
Posted by Llama on 12/12/12 at 8:33 pm
[quote] The last thing I look at is expenses. I will pay an extra 75bps for an extra 3% or more in returns. [/quote]
Amen. Exactly why its a good idea to hire a good advisor. They can do all the work for you and we could all spend more time in the OT. ...
re: Portfolio Percentage of Mututal Funds vs Stocks
Posted by Llama on 12/1/12 at 8:12 pm
You never know! We could wake up tomorrow and it could be edward lynch coldwell jones barney smith keegan stanly banker fargo raymond IV. ...
re: Portfolio Percentage of Mututal Funds vs Stocks
Posted by Llama on 12/1/12 at 7:32 pm
I thought coldwell banker was only a real estate firm... Can someone school me on this? Referring to the original post here......
re: Bonus at the end of year
Posted by Llama on 11/30/12 at 10:15 pm
Its never a bad idea to set aside 4-6 months of living expenses in savings. Roth is a great idea, if eligible to contribute... Still wont solve his tax dilemma this year, but would pay off down the road in my opinion. ...
re: Bonus at the end of year
Posted by Llama on 11/30/12 at 5:19 pm
401k contributions have caps. Does your employer offer deferred compensation plan?...
re: where to start about finding out your worth...
Posted by Llama on 11/30/12 at 5:12 pm
Also keep in mind, startup business loans can be tough to be approved for in comparison to personal secured debt. Use Janky's formula, then proceed to make sure your credit is spot on. High net worth can be useless if your credit is poor. Be prepared to prove the assets, have at least 2 years of tax...
re: Portfolio Percentage of Mututal Funds vs Stocks
Posted by Llama on 11/30/12 at 5:02 pm
Also- do a little background on the advisor. They may have her only in mutual funds only because they are not licensed to sell individual stocks. ...
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