Answers from Top Financial Advisors

Peter Cacioppo Level 15
Call the bank and try to talk to the person familiar with the distribution, after reading whatever was sent your wife earlier.
14 hours ago
Peter Cacioppo Level 15
In our firm we serve high income and or high net worth individuals. Notice the words and or. We will take on as clients who do not have a high net worth but do have a high income. High income may mean $200,000 a year for ...(more)
14 hours ago
Peter Cacioppo Level 15
Ivy has more than 30 funds to choose and thus like any other fund company will show differences in performance. For instance a short term bond fund will not perform as well as a mid cap fund in a stock bull market like we ...(more)
15 hours ago
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