Sentences with phrase «help of an advisor»

Flexibility — With the help of your advisor, you are free to choose eight (8) courses from across the HGSE catalog — and across Harvard University — that provide you with the theoretical grounding and best practices to be an effective teacher and leader in a wide variety of educational settings.

With the help of your advisor, you can choose to invest in a mix of Equity, Balanced and Fixed Income funds, based on your risk tolerance and life goals.

Here's why he believes that even passive investors can benefit from the help of an advisor:

With the help of their advisor, they have identified that they can set up a CIBC Regular Investment Plan for $ 100 a month and plan to increase the amount over time.

Or you wish to do so with the help of your advisor.

However, I would suggest you take the help of an advisor who will do the complete need anyalysis and will give exact sum assured you require

Not exact matches

The best advice I can give you is to try to make sure that you've got some board members and other advisors (not investors) who've actually run businesses to help take your side in some of the silliest of these arguments.

A panel of three entrepreneurs discussed the relationship between purpose and profitability in greater depth: Pocket Sun, who, as founding partner of female - focused VC firm SoGal Ventures, has a purpose of «building an empire for millennial women to invest in startups»; Eileen Gittins, a serial entrepreneur who founded book self - publishing firm Blurb and now runs Bossygrl, a mobile app meant to introduce Gen Z girls to entrepreneurship by helping them launch micro-businesses; and Cathie Reid, co-founder and current digital advisor to Icon Group, an Australian cancer - care company with annual revenue of more than $ 1.5 billion.

If you have other children, you need to think about how your decision to help one child will affect the rest of the family, said Mitchell Kraus, financial advisor and owner at Capital Intelligence Associates in Santa Monica, California.

When building a company you are often blind to competition and other risks, rely on trusted advisors and members of your company to help you identify these potential gaps.

The Fed's latest round of bond buying and its plan to keep rates super-low into 2015 will likely provide only modest help, said David Jones, chief economist at DMJ Advisors.

«This might seem inter-intuitive,» admitted Busque, but by sharing her idea, she was able to find an advisor in CEO of Zipcar Scott Griffith, who helped raise money to fund TaskRabbit and allowed her to work out of Zipcar's office.

Much of the couple's collection was reportedly amassed with the help of art advisor Alex Marshall, a prominent presence on the auction circuit.

«Most investors have said we have the Fed in place... to help facilitate economic expansion,» says Drew Nordlicht, partner and managing director of Hightower Advisors, San Diego.

«Paula would have to be open to sharing a lot of personal and financial information to get the most out of it, but the mentors would basically serve as a panel of advisors on an unpaid basis for a year, to help her grow her business.»

Each option has its own strengths and weaknesses from both a tax and an operating point of view, so make sure you have tax and legal advisors who can help you make the best choice.

Mark Zimmerman, a senior advisor at Toronto's MaRS Discovery District, says there was once a dearth of money, capital and people who had experience to help coach or advise others.

Advisors can help you bypass a lot of confusion and keep things moving in the right direction.

Even those who have been through the process will still do well to enlist the help of a qualified advisor.

«Not only are they going to help you with the experiences they have learned, but they often serve as a board of advisors and your initial source of capital.»

Carson suggests working with an advisor who can use software to run Social Security projections and help assess the best claiming strategies within the larger context of your financial picture, goals and objectives.

Your qualified business advisor, who is experienced in helping clients prepare and sell their businesses, can give you a good indication of what the current state of the market is.

David Kotok, senior executive of New Jersey — based Cumberland Advisors, thinks America could have done better, noting TARP was «flawed» and «expensive» and only «partially helped unfreeze markets.»

On behalf of the Qwiki team, our sincerest appreciation to the investors, advisors, believers and USERS for helping us reach this outcome.

According to Jennifer East, founder of Onida Family Advisors, which often works with family offices to help ease tricky discussions about money, this group is better off engaging a multi-family office, because «the cost of having [a full] staff alone just doesn't make sense.»

My entire body of work has been dedicated to helping independent investment advisors launch and build successful investment advisory firms while ensuring they meet their registration obligations, adhere to their fiduciary duty and maintain proper regulatory compliance at all times.

It's important to shine a light on the inner workings of an advisor's business — providing insights that may help investors better understand exactly what happens inside a firm they trust to manage their money and make decisions about their financial future.

And he or she merits respect: Throughout our professional lives, most of us at some point need mentors and advisors who guide our steps and help us navigate the day - to - day complexities of a fast - paced business world.

With 70 percent of newly wealthy people going broke within a year, advisors caution clients to manage new money wisely — with their help.

«An ISO 9000 advisor could give you a rough sketch of the registration process and help you get started,» stated Nation's Business.

Be sure to surround yourself with an excellent team of advisors who can help you pinpoint a viable business - ownership opportunity.

Savvy advisors can help you with every phase of business development.

As Rodz explains it, each peer group serves as a circle of advisors to help guide decision making in the early stages.

With the government still using floppy disks and checking for Y2K compliance, the private sector's creativity will help move the Trump administration past the turn of the century, presidential advisor Jared Kushner said Monday.

Raising funds through a strategic round of venture capital and bringing on a board of advisors will help give you the resources to achieve your dreams.

As an advisor, I routinely help my clients by educating them about the complex world of finance — offering strategies to reach their goals, while navigating potential challenges and obstacles.

To help extend your savings at retirement over a longer time horizon, work with an advisor to assess both your investment allocation and your draw - down strategy in relation to the number of years you expect to live, he said.

With the help of good advisors and creative thinking, buyers will find there are still plenty of excellent acquisition opportunities.

An experienced team of advisors can be an invaluable help with this and give you the peace of mind of knowing there are other options.

While new technologies, such as Motif, are helping extend the reach of impact investing to a broader universe of investors, a financial advisor's role in taking a holistic approach to investing is still undeniable.

Here are some of the most useful cautions and advice that employers, fellow Millennials, and professional career advisors offered young people to help them tune up their careers.

They had advisors to help with gaining sponsorship and funding, finding the best location for testing and even the construction of the first flying machine.

Today, this notion of a non-authority board of advisors forms what the company calls a Braintrust, providing help on projects.

These annuity illustrations are used by financial advisors because they help show on paper what kind of returns a particular annuity might offer over the long haul.

Assemble a brain trust of advisors to help you evaluate, develop, and implement a test of one of these new opportunities in a new market.

Most importantly, we already have a 10 + year proven track record of maintaining the trusted advisor level relationship with our clients and helping them to meet regulatory compliance requirements.

I know the point of working with a financial advisor is to have them help you with all of the difficult and complex decisions involved with retirement planning, but if you're not careful, that could potentially cost you hundreds of thousands of dollars.

If you need a comprehensive financial plan or want help coping with a market meltdown, you're likely to want to turn to a trusted human advisor with high levels of financial expertise but also human qualities like communication skills and empathy.

If you are seeking the services of a financial advisor, you want the best information to help you achieve your financial goals — be it budgeting in retirement, savings for a child or grandchild's education, or selling your business.

Some of the top financial advisor firms are available to help you manage these and any other costs.