Recent content by dougmoe

Been with Ameriprise for 12 years. I appreciate their service mainly because I have a very good advisor. I also self manage funds in a Fidelity and Ameritrade accounts. Each year my self managed funds have outperformed my Ameriprise managed funds by plenty but in fairness the Ameriprise account...

I retired in 2007 and have been using Ameriprise as my financial advisors. When it comes to any financial advisor firm I would suggest it will be a love/hate relationship until things settle down and a relationship is developed. I have a wonderful agent/ advisor whom I respect and I treasure our...

You never know what is the right thing to do. Luck has a lot to do with it. I like the idea of taking the money and run, this way you are guaranteed the money and more if you invest it properly. If you take the annuity you get no growth. If you take the lump you might make out much better...

Take this into consideration. I retired at age 57 in 2007 with a significant lump sum buyout. Of course the market crashed and I felt stupid because I lost half of everything I worked for over 36 years. Today I am only 5% short of everything I lost and it will probably be mid 2011 before I break...

Very conservative 11% overall..... 53% stock 47% bonds Plan to move more to equities in 2011 maybe 60/40