Sentences with phrase «class of financial planners»

Not exact matches

That's because you've entered what financial planners like to call the «mass - affluent» class of investor.

Fee - only financial planners recommend two classes of shares at American Funds that are no load.

«No one gets rich by saving in the bank,» said Byrke Sestok, a certified financial planner and president of Rightirement Wealth Partners in White Plains, N.Y. «If you have 30 years before retirement and 30 years during retirement, then you have the time to participate heavily or totally in the stock market, and ignore the big drops and focus on the fact that stocks have historically proved to be a better - performing asset class over bonds and cash.»