“My aunt is 90 and has been a client of yours for at least 20 years. I recently retired and asked her about her experience with you. She said she’s very happy and has received great rates of return. When she showed me her investments, I was surprised to see you’ve invested some of her money in the stock market. At her age and with her conservative nature, I can’t see how the stock market is a good place for her to be. I want to understand and know if I should be concerned about this. I’m looking to be a client as well.”
Gene answers your neighbors financial questions on More than Money.
Send in your concerns: Gene@AskMtM.com