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With a portfolio of $25 or $35M there's no reason you need to stick with non state specific muni funds or an untailored portfolio. You can and should find a professional firm who will build a custom portfolio of individual securities for 20-30 bps. In addition, and much more important that portfolio...

If the advisor is a TIAA-CREF employee, then they do not work on commission. Similar to what Umfundi has already stated, their pay consists of: Salary, a very good company contribution to 401k/403b accounts, and a bonus once a year based upon performance of the company. There are some things that h...

I really don't know anything about TIAA CREF other than my close friend, so I don't know if they're good/bad, but on the surface it looks a lot like Vanguard. I called him tonight based on the comments above to ask for clarification (I caught him headed to sleep - he's 3 hrs later on the east coast ...

Thanks! I don't know the details since it was just a personal chat with an old friend where we both talked about how business is going. He seemed to like the change. From what I can tell my parents investments are just "fine" the way they are, low ERs, etc. But what I do know is that he no...

Hi All! I've enjoyed reading so much of the wonderful info on this board for several years. I'm pleased to sign up and start posting some questions. This first post, however, happens to be a concern triggered by a conversation with my parents advisor. I generally stay away from this discussion with ...

I don't believe it's been extended but it's anticipated it will be. And if someone uses this provision and it's not eventually extended, there's no negative consequence.