Sentences with phrase «advisor for additional advice»

Speak to your EY advisor for additional advice or assistance regarding claims available on your personal tax return.

Consider consulting a certified public accountant or a trusted financial advisor for additional advice about managing debt.

Not exact matches

While my personal investments should never be considered trading advice, I did place two additional purchase instructions for Strategic Growth last week due to the pullback - one on Thursday for purchase on Friday, and another on Friday for purchase on Monday (I invest regularly in the Fund, which is not dilutive since I regularly put new money to work, and I believe it is in the interest of shareholders for advisors to invest in the funds they manage.

However, Bortolotti adds, that's not to say someone using a robo - advisor for portfolio management advice can't also pay for the additional services of a fee - only planner to address concerns such as taxes or retirement planning.

[jms: my emphasis] You may want to seek the advice of a tax advisor and or your financial advisor for assistance in determining your cost basis and allocation between the various assets received, or if you received additional assets from MLC.

Other mutual funds, generally with lower fees, are sold through advisors which charge additional fees for advice.

Many mutual funds like those listed above may transfer a portion of fees to your advisor who does not charge additional fees for advice.

Use these resources to get started, and make an appointment with an OCS advisor through the Yale Career Link for additional help and advice at any point during the search process: