Sentences with phrase «financial professionals understand»

Explanation of the basic issues of custody, support, tax consequences, retirement issues, and property division will be offered to help the financial professional understand what part of the divorce process their client may be in.

Not exact matches

For example, an experienced media sales person selling to property developers may not find it as easy to get to grips with banks and financial institutions, or a B2B company that expand from the automotive industry to transportation logistics, may find their sales professionals struggling to understand what goes on.

Investors with a fixed - income allocation in their portfolio should meet with their financial professional to ensure they understand the effect of rising interest rates on their overall portfolio, she said.

«This raises the question of whether the professional experiences of Lehman board members were relevant for understanding the increasing complexity of financial markets,» wrote Larcker and Tayan.

In my experience, even financial professionals do not put in enough time into understanding margin performance.

If you are looking for an advisory - based relationship, the first thing to understand about your financial professional's credentials is whether he or she is a fiduciary — and whether he or she is a fiduciary all the time.

That said, it is important to understand your financial professionals» credentials and the full scope of their activities and affiliations, as well as how they are compensated, to ensure they act in your best interest across all accounts.

It was only after professional investors came in and helped me rebuild my financial operations that I really understood what made the company value.

If you are looking at SRI, ESG or impact investing, it's important to meet with a financial professional who can help you understand how each investment is tracked and to determine which ones are best suited to your goals.

Consult with a financial professional that can help you understand your margins for each product line and to help you decide what the most appropriate coupon offer should be.

The board of directors has determined that, based on her professional qualifications and experience described above, Ann Mather is an audit committee financial expert as defined under the rules of the SEC, and that each member of the Audit Committee is able to read and understand fundamental financial statements as required by the Listing Rules of NASDAQ.

Some would argue, that for the 2.5 % fee you are getting financial / tax advice from professionals, and that is fine as long as you understand what fees you are paying.

My extensive work with financial firms here in Australia, as well as learning from other professional traders, has enabled me to see how the «big boys» trade and further enhanced my understanding of how markets move.

The need for deeper advisor awareness and understanding of the broader role Social Security claiming strategies can play in creating a secure retirement was becoming abundantly clear and it was at that point I realized a firm dedicated solely to the education of financial professionals made sense.»

Each annuity contract we offer is different, so make sure to read the terms carefully and work with a financial professional who understands the specifics of these products.

CFP ® professionals understand the complexities of the changing financial climate and are committed to make financial planning recommendations in your best interest.

Some of us in the congregation are accountants and financial professionals (I'm a financial analyst), and we're all happy to help the less - informed understand what they're looking at when the financial statements are presented to the congregation.

We also encourage part - time enrollment of financial professionals seeking to increase their understanding of the quantitative side of finance.

Work with your financial professional, who can help you understand these strategies further and make sure you're making the best decisions based on your current financial situation and financial goals.

Work with a financial professional who can help you understand if balance transfers make sense for you.

Marianna and her team work in conjunction with legal advisors and mental health professionals to provide our clients with a clear understanding of their finances and help them reach an agreement that is truly fair and protective of their financial well - being.

Accordingly, the information on this website is provided with the understanding that the authors, SocialMediaMore.com, and Julie Spira are not engaged in rendering legal, accounting, tax, medical, financial or other professional advice and services.

Interventions in «low - performing» schools should include coherent strategies that include understanding each school's unique context, strengths, and needs; ongoing professional development for staff; research - based practices; parent, student, and community involvement; and the necessary financial resources to support school transformations from low - performing to high - performing.

My extensive work with financial firms here in Australia, as well as learning from other professional traders, has enabled me to see how the «big boys» trade and further enhanced my understanding of how markets move.

When you're getting professional financial advice, you need to fully understand all of the ways you're paying for that advice.

If you're interested in value investing, Investopedia's Fundamental Analysis Course will provide you with an in - depth understanding of financial statements, financial ratios, and strategies used by professionals in over five hours of on - demand video, exercises, and interactive content.]

Your financial professional can help you understand your options.

NSFX Ltd. was established in 2012 by a group of finance industry professionals with a deep understanding of financial markets and the tools traders require to profit in these markets.

For this reason, you may want to consider consulting with a financial professional who can help you understand your options and how to allocate your assets in order to better meet your retirement goals.

We are committed to serving your organization by offering affordable financial products and excellent customer service from bankers that understand your professional banking needs.

Researchers explored topics such as investors» relationships with financial professionals, understanding and perceptions of fees charged for investment services, usage of investment information sources, attitudes towards investing and investor literacy.

A financial review is a meeting in which you and a Financial Professional1 from HSBC Securities will review your current finances, investment goals, risk tolerance, liquidity needs, time horizon, income, investment experience and other relevant factors so that your Financial Professional can clearly understand what motivates your investifinancial review is a meeting in which you and a Financial Professional1 from HSBC Securities will review your current finances, investment goals, risk tolerance, liquidity needs, time horizon, income, investment experience and other relevant factors so that your Financial Professional can clearly understand what motivates your investiFinancial Professional1 from HSBC Securities will review your current finances, investment goals, risk tolerance, liquidity needs, time horizon, income, investment experience and other relevant factors so that your Financial Professional can clearly understand what motivates your investiFinancial Professional can clearly understand what motivates your investing plans.

Work with a professional financial advisor to ensure that your bond swap execution strategy helps you meet your investment goals and that you understand the tax implications of pursuing such a plan.

So, if you want professional help (and you understand what you're getting), we recommend Ameritech Financial, a company I've personally vetted.

These rules are even too complex for many financial industry professionals, who also do not understand them and have not committed them to memory.

It is actually a simple process but if you have any questions be sure to consult with a financial advisor or investment professional to understand the costs and risks involved with buying mutual funds.

Once we understand your unique circumstances and your individual needs, our team of attorneys and financial professionals will help you find the best and quickest solution to your personal debt problems.

The College Savings Trust was created by a team of financial, legal and engineering professionals who personally understand that worrying about your child's future is a full time job.

Now that you understand the important features of a permanent life insurance policy, continue to discuss your options with a financial professional to determine the best life insurance policy for your unique situation.

Those who've found themselves in a financial freefall can come from any economic or educational background — they may have suffered a personal tragedy, a professional setback, or perhaps they just didn't understand the nuances of credit cards.

Before you invest in a structured product make sure you understand the PDS or prospectus and consider getting professional financial advice.

No matter what, a professional in tax relief can help you understand your situation and make better financial decisions.

Before you purchase a Brokered CD, make sure you fully understand all of its terms and carefully read its disclosure materials provided by your financial professional.

Though geared mainly toward financial planning professionals, this is a very well written book for those desiring a deeper understanding of the mathematics of asset allocation.

A professional broker can help you better understand the financial ramifications of a real estate investment and prepare you for the ups and downs of property management.

Working with a trustworthy financial professional will give you a good understanding of whether an annuity should have a place in your investment portfolio or if another strategy makes more sense.

Given that reverse mortgages are retirement products, you will want to talk to a financial professional to fully understand if using one fits in with your long - term financial and estate plans.

The key, as with many financial concepts, is to make sure you understand the ins and outs and to get advice from a qualified professional.

The reality is «financial adviser» is not a protected term and professionals are not required to be licensed to dole out advice so it's up to you, the consumer, to understand the certifications out there and how fees are structured.

CFP ® professionals understand the complexities of the changing financial climate and are committed to make financial planning recommendations in your best interest.