The Investment Thread

DaveXA said
It might possibly be a fixed income fund. There are wide variety of bond funds out there, but no advisor worth his salt is going to say a given investment can never lose principal unless it's cash or money market. Bonds can lose value. So it's sort of a red flag for me unless they're talking about something pretty specific.
Click to expand...
Ok. I called the advisor assigned to me but had to leave a voicemail. IF I do get to speak to him today, I will report back here with the main takeaways...........Edit: I came back to this post to mention that the financial advisor did not return my call. Friday before New Year's weekend .