Sentences with phrase «good financial advisors know»

Good financial advisors know how to find the funds that outperform the indexes over time (personal tip: see American Funds!).

Not exact matches

This financial advisor has given Sally the best advice he can given everything that he knows about his client.

If the Fiduciary Standard is applied to brokers as well as financial advisors as has been discussed, there will for sure be lots of change, but to announce the death knell of the advice business is as ludicrous as saying there will no longer be a demand for teachers or doctors.

I've gotten to know some of Personal Capital's financial advisors and I've also sat in on various important meetings with the CEO, CPO, COO, and CMO to get a better understanding of the products and their desired messaging.

It's important because it draws attention to the fact that, unlike doctors and lawyers, many financial advisors are not legally obligated to act in their clients» best interests (this concept known as the fiduciary standard).

Advisors can no longer simply present a product to a client without the proper assessment of their financial goals and analysis of various products that would best address those goals.

Bob is a well - known and respected leader in the financial industry with more than 30 years serving investors and advisors, most recently at Charles Schwab.

On the Today show this morning, a well known financial advisor said that people holding bond funds could be hurt very badly in the coming year.

Many times, the financial advisor who sold the original variable annuity is no longer around to advise a client as to whether it's best to move ahead with surrender, leading to investor confusion over a thorny financial decision, he said.

Investment advisors, many of whom are still compensated for selling specific financial products, also know that those in the spotlight sell particularly well.

I know, from personal experience, there is a great deal of comfort in finding an advisor who understands all of your financial facts, as well as your hopes and fears.

If you don't know how to evaluate funds and are looking for someone to help you make good investment decisions, then you want a financial advisor.

Luke and Paul, you know very well that most financial advisors can't put their customers in index funds and keep their jobs or make a living.

I'm not an expert in robo advisors or financial planners, so I don't know what's right for you, but there are ways to use less effort but still achieve good results.

Please discuss these options with your son or a trusted financial advisor, since they know you well enough to know if these are suitable.

Josh Brown is perhaps one of the best - known celebrity financial advisors.

The 10 - second take: What you need to know about how financial advisors are changing the way they do business as well as their fee structure — and why it's better for you as a client.

Additionally, if you've ever worked with a financial advisor, you know that having a diversified portfolio of non-correlated assets (bonds, real estate, stocks, etc.) is a best practice.

If someone doesn't want to educate themselves, then a good financial advisor (ask for references, whom do your friends recommend) can know where to start.

Better is having a financial advisor who gets to know you personally and manages your finances according to your specific values.

However, in the few cases they are, a good financial advisor can let you know.

The benefit is that the client will save money on the broker's commission fee; however, unless the advisor knows many of the life settlement providers and can generate a competitive bidding process by themselves, the financial advisor risks not getting their client the best deal.

It's like, no, this is a problem that we need to solve is how to have relationships with lawyers, because your financial advisors need to serve their clients well.

Long before same - sex marriage was legal, Wells Fargo was helping same - sex couples get their finances in order by creating and sponsoring the Accredited Domestic Partner Advisor (ADPA) designation through the College of Financial Planning, best known for its Certified Financial Planning (CFP) designation that financial adviFinancial Planning, best known for its Certified Financial Planning (CFP) designation that financial adviFinancial Planning (CFP) designation that financial advifinancial advisors use.

Good to know: Work with a financial advisor and an attorney who specialize in helping clients with special needs children.

Before you work with a financial advisor you may know exactly what coverage best suits you.

Known for providing seamless financial aid advice to eligible students, resulting in a high number of successful applications, I hold a solid track record of prolifically working as a financial aid advisor, representing the best organizations in the state.