Sentences with phrase «anyone as your financial adviser»

Before accepting anyone as your financial adviser, you should ask for a track record or his / her own investment portfolio.

Not exact matches

When anyone asks about investing a windfall — or any large sum, such as a 401 (k) or IRA rollover — advisers and the financial press often recommend dollar - cost averaging, or investing the new money a little at a time.
It is not meant to give anyone financial advice as I am not a financial adviser.
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