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To: E_K_S who wrote (30036)2/13/2008 4:10:30 PM
From: Wallace Rivers  Respond to of 78774
 
Thanks,
This friend is totally unsophisticated, has his retirement assets (he's a state employee) in mutuals through the state plan. I attempt to give him advice on them.
He has just received an inheritance, and, in talking with him about his needs, it became apparent that he shouldn't go much farther afield than CDs or MM.
Unfortunately, he is unsophisticated enough to not even have a computer, and bricks and mortar banks don't offer the rates that one can get online.