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Author: pauleckler Big funky green star, 20000 posts Top Favorite Fools Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75377  
Subject: Re: Investing for Mom Date: 8/10/1999 1:20 PM
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intercst writes: <Wouldn't the involvement of any of these "advisors" significantly reduce your returns -- especially for a bond portfolio.>

I think you may need assistance to develop a bond portfolio that will meet your needs. The ones I mentioned are capable, and if I were you I would meet with all three, ask about their charges, before deciding.

intercst and I both have laddered maturity bond portfolios. Mine are purchased as new issues from the bond inventory of a full service brokerage house. I presume discount brokers also have this service. On new issues you pay no commissions. They are included in the offer price. I suspect that $300K is large enough to get good service from a typical broker without paying major additional fees (but do check it out).

I understand there is a bond site online from which you can purchase bonds directly--for those with some experience.

intercst, please tell us how you get your bonds.

It may also be possible to set this up in a trust to handle minimize potential estate issues.
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