The Motley Fool Discussion Boards
Investing/Strategies / Bonds & Fixed Income Investments
|Subject: Re: Buy bonds, he said.||Date: 9/17/2013 10:22 AM|
|Author: TMFHockeypop||Number: 35065 of 35505|
I just had my twice yearly investment meeting with TIAA-CREF for our 403b's and received NO advice about muni's. In fact I don't think they offer muni bond funds:
If you received the formal analysis (about every three to five years) you should have received an extensive written report. Mine was a 30 page analysis and a 30 page list of recommendations for options on bringing my investments more toward our indicated investment style (aggressive but after 65). You might look in the report you should have received.
I also am not charged for their advice. Your plan may have different benefits, but our free advice option is from two different institutional plans.
I've always felt that their Monte Carlo analysis was very good and their advice was based upon MY survey of my investment risk. We've had two advisors and one was great and the other very good. I'd check back/push back.
Sorry so late to the discussion. I've worked with TIAA-CREF at non-profit institutions for years and would be happy to report this instance if it happened. It seems odd.
RYR Home Fool
|Copyright 1996-2015 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us|