Our 99 1/2 year-old mom had her pension bill at Smith Barney. Her account supervisor was informed by both her and that I in a face-to-face assembly that she desired no-risk investments and CDs. This week when her consideration was liquidated to purchase an award, it had been unearthed that her consideration had shrank in worth by 1 / 3 along with a substantial part of her cash was in... Shares. That they were particularly informed to not do. Precisely what a-99 1/2 year-old lady desires, betting her cash about the stock exchange throughout the toughest downturn in the economy because the great despair.
Approach to take Smith Barney!
0 comments