Sentences with phrase «gave good financial advice»

Maramba agrees, adding that she found it beneficial to visit a fee - for - service financial advisor who gave good financial advice and didn't simply take her money for selling her investments.

Unfortunately, investment advisors don't always give the best financial advice anyway.

Not exact matches

Best - selling author, award - winning financial advisor and former CNBC host Suze Orman gives advice on how to get your finances in order.

The rule would require brokers and other financial professionals to act with their clients» best interests in mind when giving retirement advice.

POLLACK: It basically says: «All the advice that you're giving me and all the products that you're offering me are designed to maximize my own financial well - being.

While a financial advisor held to a fiduciary standard will give you truly the best financial advice they are qualified to give, an advisor held to a standard of suitability will give you information that can be compromised from a conflict - of - interest.

This financial advisor has given Sally the best advice he can given everything that he knows about his client.

In this story, Bernard recounts the experience of an elderly couple who bought a very expensive variable annuity through their bank (4 % annual fee; 7 % surrender charge) and «now question whether they were given financial advice that was truly in their best interests.»

Find the Best Financial Advisor — Tony's personal financial advisor, Ajay Gupta, gives advice on what you must ask before hiring a financialFinancial Advisor — Tony's personal financial advisor, Ajay Gupta, gives advice on what you must ask before hiring a financialfinancial advisor, Ajay Gupta, gives advice on what you must ask before hiring a financialfinancial advisor.

For example, the Department of Labor delayed the full implementation of the fiduciary rule, which would have required anyone who handles retirement assets or gives financial advice to retirement savers to work in their clients» best interest and to provide disclosure of conflicts, when they exist.

The Office of Management and Budget said that «outdated regulations in place before this rulemaking did not ensure that financial advisers act in their clients» best interest when giving retirement investment advice.

The Bank of Canada will continue to focus on what it does best: supporting the economic and financial well - being of Canada by achieving low, stable and predictable inflation; by keeping core financial market infrastructure safe; and by giving sound advice on financial sector policies so that vulnerabilities do not get in the way of sustainable, productive growth for all Canadians.

By requiring brokers to look out for clients» best interests, the SEC is effectively requiring them to give financial advice, which distinguishes them from online brokers and should let them keep charging clients premium fees.

A fee only financial adviser will give you advice that's good for you rather than good for their wallet.

Working with a CFP ® professional will ensure that your money is in the hands of an ethical and competent financial planner, giving you the confidence that all financial advice is given, and investment decisions are made with your best interest in mind.

She isn't so poor that she can't afford people to give financial advice and what ended up happening gave he the best result she could of gotten, after that she acts like a victim???? PMSL!

One - quarter of women and one - fifth of men in the sample reported using a financial planner for saving and investment decisions, but the advice given to women may not be in their best interest.

But this isn't all bad: given their generally lower confidence levels, women may have a more realistic picture of their investing skills, be more open to financial advice and research investment decisions more thoroughly before implementing them, relying on well - diversified buy - and - hold investment strategies rather than embarking on the futile exercise of trying to beat the market.

Alternatively, it could benefit those who want to hire a financial planner, because they would better learn how to choose a planner, and better evaluate the advice that their planner gives them.

For some investors in index funds, it is a price worth paying because it gives them access to financial advice, as well as other benefits I'll explain in a moment, whereas with ETFs you're on your own.

Last April, the Department of Labor (DOL) decided that financial professionals giving advice for retirement assets must act in their client's «best interest».

Don't assume that someone giving you financial advice has their incentives aligned with you doing well.

The best financial advice I can give anyone is to buy whatever real estate you are renting.

Whether you're a beginning or experienced investor, these weekly updates are designed to give you specific investment advice, including the best use of financial ratios in your stock research.

Their motivation might be driving traffic to their publication, or bringing attention to their product or service, but their focus is almost certainly not on giving you financial advice that is in your best interest.

They will recommend the best financial decision and may give you reverse mortgage advice.

You're going to want to take this illustration to a fee - only financial advisor who can interpret the illustration and, along with other information about your finances, give you advice on the best option moving forward.

Just as it is a good idea to periodically review your portfolio balance and asset allocations, it's always a good idea to periodically evaluate what type of advice and service your broker is giving you and if he or she is helping you achieve your financial goals.

If friends and family give you financial advice, they probably mean well.

Whether you're a beginning or experienced investor, these weekly updates are designed to give you specific investment advice, including the best use of financial ratios in your stock market research.

Doan Law's Escondido Bankruptcy Lawyers give personal attention to every case, so you can be confident that your debt is handled in the best way possible and you receive the legal advice you need to regain financial control.

As fiduciaries, it is our responsibility to give you the best advice that we can for your particular financial situation.

The new president also signed a memorandum instructing the Labor Department to delay an Obama - era rule that requires financial professionals who charge commissions to put their clients» best interests first when giving advice on retirement investments.

How do I find a good financial adviser that I can trust to give me sound advice and not just sell me things that may not be appropriate for my situation?

A financial adviser must give you advice that is in your best interests and appropriate for your goals and risk tolerance.

Individuals supply their personal and financial information so that the program can evaluate the person's financial situation and will be able to give the best advice for those particular circumstances.

Both the programs can answer your financial questions and give you creditor - specific advice as well.

You've probably heard that after years of talking about it, the Department of Labor last week finally proposed rules requiring all financial advisers to act as a fiduciary — essentially, avoid conflicts of interest and act in your best interest — when giving people retirement advice.

While none of them have been detrimental to my current financial well - being, I always wonder if I could have been better off had I followed the advice I know give (but then, if I hadn't learned these lessons, I wouldn't be where I am today either — catch 22 anyone?).

This week is the first that financial advisors must operate under the Department of Labor's fiduciary rule, subject to Impartial Conduct Standards which require that they must give best interests advice, for reasonable compensation, and make no misleading statements.

«The best advice I got, and now give, was to stop accepting all those new credit card offers with tempting low rates, not knowing that every time I opened a new card my credit score suffered,» said financial planner Eric C. Jansen of Aspen Cross Wealth Management.

The best solution is to contact one of the many government programs offering free financial planning and following the advice that they give you to the letter to reduce your debt in a safe and legal way.

I am definitely not a financial advisor so I can not give advice on whether investing your money with Lending Club is a good idea or not.

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The project involved sending its lawyers to the Moira refugee camp to volunteer in ELL's legal aid clinic for two - to three - week stints, as well as giving strategic advice and financial assistance to the charity (it paid to rebuild the clinic after it was destroyed in a fire).

With the unstable nature of the financial world, what would you say is the best advice to give a client who is enquiring about foreign currency or syndicated lending?

In - house counsel play a key role in structuring and implementing ESOPs given the need to involve and co-ordinate the advice of in - house and external financial, legal, and human resource experts as well as interacting with the board of directors.

Of those polled, only 47 % of those who sought financial advice — including from acquaintances — felt that they were given some good tips.

It is argued that where counsel is compelled to work for free, he or she may be tempted to give legal advice which will expedite the process in order to cut counsel's financial losses even though wrapping up a criminal matter as quickly as possible may not be in the best interests of the accused.

The company also provides many unique benefits to its members, such as academic scholarships, financial counseling, and discounted legal advice, as well as the opportunity to give back via volunteering.