The answer below is posted on behalf of Lynn Lawrance, CFP Question: I have stocks that were transferred from a trust of my father's. Do you use the death date for the cost basis for the stocks or the original...
Question(s): Some background info and two questions. In October 2007, I turned over my financial management along with those of my recently widowed mom who I had been overseeing to Fisher Investments. With the market at all-time highs and over...
Question With the stock market down and having to sell at a loss and later selling for a gain when the market goes up, these questions arrives: If one sells some stock at a long term loss exceeding $3000 with...
The below answer is posted on behalf of Bragg Comer, CFP, MBA Question: I have $15,000 of after-tax, non-essential money that I would like to invest to take advantage of a recovering stock market followed by inflation over a 5-year...
Question: Hi! Please take a look at the attached file. I would like to receive your feed back on my current allocation and my future. Please note for various reasons I have not been able to park all of my...
Question: Dear Moneyhelp, I am currently "shopping" for a new bank or credit union to open a checking and savings account. But with the banking and financial turmoil going on, should I even bother doing so? Would my money be...
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