Sentences with phrase «financial adviser if»

You may get some professional advice from a bitcoin broker or financial adviser if warranted.

There is plenty of information available to help you make an investing plan, or you could talk to a qualified financial adviser if you want help with your investment decisions.

Due to their complex nature, as well as the recent changes to the rules, it's recommended that you consult your tax or financial adviser if you have any questions as to whether an IPP is a viable retirement savings vehicle for you.

A: My astrologer, if I had one, could call herself a financial adviser if she wanted to.

High - principal at high risk However, investors should consult their financial advisers if they are not clear about the suitability of the product.

Not exact matches

The founder will potentially add 20 - 30 percent to the value of the exit if they have a strong team of advisers at the earliest possible stage — an experienced and professional team of business intermediaries / brokers, legal, financial strategists and tax planners who can expertly structure the business to accomplish the seller's goals, inclusive of lifestyle, philanthropy and legacy.

You'll want to ask your adviser if they're allowed to sell investments outside of what their employer offers, Davidson says: «If the answer is no, chances are that you should decide not to limit your financial success by working with these adviserif they're allowed to sell investments outside of what their employer offers, Davidson says: «If the answer is no, chances are that you should decide not to limit your financial success by working with these adviserIf the answer is no, chances are that you should decide not to limit your financial success by working with these advisers.

To minimize the impact of fees on your own savings, choose index funds and ETFs over actively managed funds; if you plan to hire a financial adviser, calculate whether you'll save money by paying an hourly fee rather than an annual percentage of your assets.

So if your business is on a fast - growth path, and you're looking for that next level of financial and strategic adviser in your business, don't just automatically promote your controller to that role.

If your adviser is a broker and overseen by the private Financial Industry Regulatory Authority, the broker has no fiduciary duty to act in your best interest.

For one thing, the rule has a «Best Interest Contract Exemption» that allows financial advisers to continue many of their current practices if they give investors the right disclosures and enforceable protections.

I asked Christopher Dewdney, a Toronto financial adviser and DB wearer, if gravitas is the goal.

If you'd like to find a financial adviser who can handle a private placement well, Kershaw offers a blueprint:

«When you die, completely foreseeable tax forces will be set in motion, and they will inevitably destroy your enterprise if you haven't prepared a financial structure that can handle them adequately,» warns Neil Alexander, a Los Angeles financial adviser who is a member of M Financial Group, a national network that serves businesfinancial structure that can handle them adequately,» warns Neil Alexander, a Los Angeles financial adviser who is a member of M Financial Group, a national network that serves businesfinancial adviser who is a member of M Financial Group, a national network that serves businesFinancial Group, a national network that serves business owners.

Alternatively, those relationships can amount to little more than a series of missed opportunities if business owners fail to recognize the potential contribution that well - seasoned accounting advisers can make — especially to companies whose internal financial departments may be woefully understaffed.

If it can't — if we humans are hardwired to engage emotionally only with other humans — then all those financial advisers, lawyers, and other relationship workers are safIf it can't — if we humans are hardwired to engage emotionally only with other humans — then all those financial advisers, lawyers, and other relationship workers are safif we humans are hardwired to engage emotionally only with other humans — then all those financial advisers, lawyers, and other relationship workers are safe.

If you do not understand the contents of this document, you should consult an authorised financial adviser.

And, testifying under oath, Summers, now the president of Harvard, dismissed the adverse consequences of his friends» frisky financial behavior: «I had enough knowledge of Russian mores and Russian practices and Russian views from the conversations that I had with Chubais and Vasiliev [senior Russian officials] to be confident that the set of issues contained the allegations were not issues that were consequential for them; and indeed that they would have, in part, valued advisers more extensively if they were more involved in actual private - sector activities.»

If the sales chump (er, I mean «licensed professional financial adviser») can't give you a complete and total rundown of every fee (expense, charge, penalty, cost or whatever other lame - ass euphemism he wants to use), run away and invest in a Vanguard index fund — just compare the expense ratio.

You see, it really didn't matter at all if a financial adviser knew what they were doing, because selling diversification strategies to clients made it sound like they knew what they were doing, which was an infinitely better proposition for commercial investment firms than employing financial consultants that actually knew what they were doing.

The same is true of financial advisers and financial consultants, if those are the titles that your broker uses, as well as financial planners and insurance agents who sell products on commission.

If every commercial firm utilized the same diversification strategies, then in up years, every firm's financial advisers more or less returned the same yields within a tight range to their clients, and in down years, every firm's financial advisers more or less returned the same losses within a tight range to their clients.

If one's counterargument to this fact is that this particular task is the job of a portfolio manager, then (1) why assign such misleading titles like «financial consultant / adviser» to their employees when salesman is a more appropriate title; and (2) why does nearly every portfolio manager employed by commercial investment firms stick to low - utility diversification strategies that consistently underperform non-managed, passive index funds year after year?

From there, my job as a financial adviser was done, and my role, if I wanted to be successful, was to go out and capture the next $ 1M or $ 5M to build my cumulative AUM figure.

What differences would you see if the SEC ruled that your financial adviser had to put your interests first?

Also, I can not give you official investment advice because I am not an investment adviser registered with the SEC and I am not a CFP (certified financial planner), so if you watch the videos and you see me trading a certain ETF or stock please do not interpret it as a recommendation.

If these successful investors keep financial investment advisers, why shouldn't you.

If you are a financial adviser and would like to learn more about how we can help your practice, please click here.

Alternatively, if you aren't a financial adviser but you know that your adviser uses FirstWrap, feel free to pass them my details.

If there is one piece of advice that financial advisers seem nearly unanimous on, it's Social Security and when you should take it.

Besides medical specialists, clinics usually have financial advisers who will help you understand payment options and deal with your insurance (if applicable).

Cuomo's advisers see someone moving at the pace of the people he was elected to represent, and point out that liberals are naive if they think the conservative forces, even in this blue state, from financial titans to the vast stretches of the Rust Belt upstate, can be steamrolled.

If you have any questions with respect to legal, financial or tax matters relevant to your interactions with Seedrs, you should consult a professional adviser.

** Make sure you have a six - month cushion to protect yourself if your Sugar Daddy suddenly dumps you, financial adviser Chris Cooke said.

If you decide that you want the help of a financial adviser, sit down for an interview with him or her first, both to gauge how much experience he or she has with retirement issues and to assess your own comfort level with the person.

However, not all IRAs allow the stretch strategy, and investors should check with their financial adviser or financial institution to determine if beneficiaries will be allowed to take distributions over a life - expectancy period.

If you're in over your head and don't know what to do, contact a credit counselor or another financial adviser who can help you make a plan.

If you have the budget consider hiring a personal financial adviser.

If you have a financial adviser, consult with them about ways to improve your investment strategy.

If you are planning on utilizing one, do a thorough research on the program and ask for help from financial advisers.

Their adviser told them that if they wanted to retire at age 65, they should plan to have their house paid off, plus financial assets of between $ 250,000 to $ 750,000, depending on the retirement lifestyle they wanted.

If you're looking for the personal touch and broad financial advice, you're probably best off looking for a non-bank independent mutual fund adviser.

If, instead, your financial adviser chooses a hedging strategy, he could do that with ETFs as well.

The financial industry primarily pays advisers through commissions on financial products, and if you don't know how good those products are, how can you know if you are getting value for the fees you pay?

If you use a financial adviser who also provides financial planning, then you should subtract an additional 1 % (for a total of 1.50 %) from the benchmark returns.

If, for whatever reason, you don't feel comfortable with a balanced fund, you can have a financial adviser oversee an RESP on your behalf; just remember that his fees will cut into your returns.

If in doubt, talk to a financial adviser about developing a detailed plan that works for you.

He says if people don't have time to meet with a financial adviser, they may want to consider making the contribution, but parking it in a high - interest saving account for a week or two until they can.

Even if you trust your current adviser, it never hurts to seek a second opinion, especially when making a momentous financial change like commuting an employer pension.

If you have a large portfolio or very specific needs, consider hiring a financial planning firm to match you with the right adviser.