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RE: today
- To: "Noelle" <http://dummy.us.eu.org/Noelleg>
- Subject: RE: today
- From: http://dummy.us.eu.org/robert (Robert)
- Date: Thu, 03 May 2007 11:41:07 -0700
- Cc: http://dummy.us.eu.org/noelleg
- Keywords: http://dummy.us.eu.org/Noelleg
> From: "Noelle" <http://dummy.us.eu.org/Noelleg>
> Date: Thu, 3 May 2007 11:03:09 -0700
>
> The UBS lady called. The French people tried to put the money in the
> Citibank account (which did not work). She said "I am not getting off
> the phone until you do it right and put it in the UBS account" She
> doesn't know why they are so difficult to deal with, it's a Gallic
> problem.
> The UBS lady wants to put the money in a growth-oriented fund
> European-Asian and US value blue chip stocks.
I would be more conservative with this investment. Ask for a "balanced
fund" rather than a "growth" one.
> Should I use the other
> part for future house buying or just put it all in retirement funds?
I would put it into retirement. If worse-comes-to-worse, you can always
pull it out for a house (but then you'll have to pay taxes, but them's the
breaks).
> Also, I 'll have electronic access
You mean, you won't have to talk to a human to move your money around, or
even take it out? That would be great!