Aaron Hall - Retirement Planning - Retirement Planning - People/Relationships

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Expert Profile: Aaron Hall

Expertise: I can answer questions regarding asset allocation, investment selection, investment managers, hedge funds, investment expenses, most common tax shelters, retirement accounts.

Experience in the area
I have worked with MetLife Financial Services, Ameriprise Financial, and Merrill Lynch. I also manage millions in client assets, though I am not actively searching for more clients, and I do not accept commisions for financial products.

Organizations
Financial Management Association

Education/Credentials
I am in the process of attaining my Ph.D. in Finance with a support area of econometrics, and have a bachelors degree in Finance with a concentration in Real Estate from Florida State University.

Education
Florida State University, Tallahassee, FL
Ph.D. in Finance, pending

Florida State University, Tallahassee, FL
B.S. in Real Estate and Political Science, Spring 2002

Related Industry Experience
Merrill Lynch, Financial Advisor with Merrill Lynch, with $3,000,000 in assets on the books, $2,000,000 of which was fee based, where clients followed specific portfolio recommendations based on optimized portfolios tailored to risk tolerance and goals, 2006-2007

Independent, Financial Planner, continuing to work with select clients, 2005-2006

American Express Financial Advisors (Now Ameriprise Financial), Financial Advisor, Selling Financial Planning Relationships, 2004-2005

MetLife, Financial Services Representative, Selling Life Insurance and Annuities, 2003

Guernsey and Associates, Boutique Financial Planning Firm Internship, Selling Life Insurance and Fee-based Financial Plans, Fall 2002

Honors and Awards
College of Business Ph.D. Fellowship/Assistantship
College Teaching Fellowship Award
Full Undergraduate Academic Scholarship at FSU
National Merit Scholar Award

Ask a Question	View Past Answers	View Ratings

Something controversial or provocative about this subject People with a lot of money and little time really do need to work with an individual qualified to handle their money. While there are many do-it-yourself manuals out there, they offer conflicting information and advice, which is usually one-size-fits all, and does not address the individual circumstances that face a person.

What do you still hope to achieve/learn in this field? How to passively manage money to achieve the lowest volatility with the highest return.

Something interesting about this subject that others may not know: Buying funds like S&P500 index funds may mean buying more of overpriced companies and less of underpriced companies. The reason for this is that those indexes are capitalization weighted, or in laymans' terms, you buy more of companies that have higher total market values.

What do you like about this subject? I like helping people discover the right investments for themselves to ensure that they do not run out of money when they retire.

Average Ratings
Prestige Points: 840
Knowledge	9.96 Best of the best
Clarity of Response	10.0 Best of the best
Timeliness	9.88 Best of the best
Politeness	10.0 Best of the best
Number Of Questions (in Past 24 Hours)		1
Max Questions to be Asked (in 24 Hour period)		5
Total Questions (since joining AllExperts)		84

Recent Reviews from Users

Knowl	Clarity	Time	Politeness	Date
10	10	10	10	11/19/08
10	10	10	10	10/06/08
9	10	7	10	10/09/08
10	10	10	10	09/17/08
10	10	10	10	08/18/08

User Comments

Thank you for your time, Aaron. I'll discuss this with my husband and we may contact you. Best, Marilyn
(Marilyn on 11/19/08)

helpful indeed.thanks
(Bill on 10/06/08)

(follow -up lnk not working ) Aaron..this is a money market fund..$1 per share.....thanks
(bill on 09/17/08)

thanks.
(rose on 08/18/08)

View All Comments

Ask a Question	View Past Answers	View Ratings

Recent Answers from Aaron Hall

2008-11-18 Self-directed IRA Purchase Mortgage: This is an idea that congress has already anticipated and prohibited for IRAs. While self-dealing is ok for congressmen, it's not allowed for individuals like you and me in our IRAs. It's a prohibited...

2008-10-07 SIPC: Bill, conventional wisdom is that money you need short term should be in bonds or cash. However, I have read several papers that say if you're willing to take market risk, you will statistically do better...

2008-10-06 SIPC: I used to work for Ameriprise, and their funds have a reputation for underperformance, unfortunately. I hypothesize that the reason for this performance is the expenses, (to me the funds seem like expensive...

2008-10-06 SIPC: SIPC protects you from theft or misplacement of your securities at your custodian. The custodian the mutual fund uses may have purchased additional protection. The way to discover how much you are protected...

2008-10-02 converting to a roth: Don, Let me preface my advice by saying: please consult with your tax accountant on this issue to confirm. It's my understanding that as long as your income is under 100k, you can freely convert...