Answers from Top Financial Advisors

Carol A Hoffman Level 6
The simplest answer may be to check your choice of Ivy Funds. Ivy Balanced Fund, for example, is rated 4 stars out of 5 by Morningstar and it is in the top quartile of performance compared to its peers for the past 5 years. ...(more)
1 hour ago
Carol A Hoffman Level 6
Damon, I'm a TIAA CREF registerd advisor, meaning we manage clients' accounts within TIAA CREF as well as accounts at other custodians. First, you should know that every employer negotiates with TIAA CREF about what offerings ...(more)
1 hour ago
It is a least worth it to consider moving to an IRA. Some factors to consider... Are there asset classes that I would like to access that I can get to through an IRA and not my 403(b)? How do the expenses compare? Will ...(more)
18 hours ago
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