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Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions on: Moving In Retirement Disagreements | Acorns For Kids | Types Of Standing Sell Orders.
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions on: Does That Influencer Have Credibility? | Matching What I See On CNBC
"If my company contributes a match to my 401k and if I leave in a year or two, I know the matching is void. What happens to the gains from my investments? I'm weighing the pros and cons of opening one through my company or on my own." – James"What are the general opinions regarding taking a lump sum of money versus DCA into an index fund? Say for example, somebody receives a $5,000 bonus and wants to invest in an index fund. What are the pros/cons of buying $5,000 [of fund x]in one shot versus spreading it out into 12 individual lots throughout the year?" – Kyle&qu...