Sentences with phrase «not financial advisors»

Additionally, not all financial advisors have the same expertise — if your children are already done with college, for example, you don't need someone who focuses on college savings.

To be clear, we are not financial advisors and even if we were we don't know enough about you to give you financial advice.

Not all financial advisors know what they are talking about.

We are not financial advisors and therefore the opinions shared here should not be construed as financial advice but are for entertainment purposes only.

Disclaimer: We are not financial advisors.

Surprisingly, not all financial advisors are fiduciaries.

But, as Oliver points out, not all financial advisors are fiduciaries.

Doctors and lawyers are legally required to do what's best for you — why not your financial advisor as well?

I am not a financial advisor or specialist on anything financial - related.

I'm not a financial advisor, tax professional, or doctor.

Please remember that I am not a financial advisor and that any investing comes with risk, but I hope this helps you on your journey to financial independence and beyond.

For full disclosure, I'm not a financial advisor, so this is based on my own experience and is for discussion purposes.

But the lender is not your financial advisor.

Disclaimer: Abra is not a financial advisor.

Also I should say I am not a financial advisor.

I am not a financial advisor, banker, money manager or anything else of that sort.

It is precisely because you are not a financial advisor that I appreciate your advice!

If you think the manager has done well with Arsenal's resources it's just as well you're not his financial advisor.

I'm not a financial advisor, so I can't tell you what your wardrobe budget should be or how much should go to basics vs. LOVE buys.

Before I go any further with this post, I'd just like to say that I am not a financial advisor, an accountant, a lawyer, or anyone else qualified to be handing out any kind of advice.

I am not a financial advisor, however, and I urge every investor to conduct his or her own due diligence.

I'm not a financial advisor, professional investor, or CPA, just a knowledgeable and cautious investor.

But the lender is not your financial advisor.

I'm not a financial advisor, so none of this should be considered personal financial advice.

And not your financial advisor.

Understand that I am not a financial advisor.

Mike: For the record, I am not a financial advisor.

I don't make stock recommendations as I'm not a financial advisor.

Pepperstone is not a financial advisor and all services are provided on an execution only basis.

Yve: I am not a financial advisor and I have no clue what your asset allocation should be.

He is not a financial advisor, does not represent a financial institution, and has no financial products to sell.

I am not a financial advisor.

Disclaimer: I am not a financial advisor.

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.

Again, I am not a financial advisor but I wanted to add that information.

Of course, I'm really glad you're not my financial advisor since you seem to think that there is no relation between the size of my bank account, how much I earn in a month and how much I spend in a month.

Hold on a minute, you might be thinking, hasn't my financial advisor always acted in my best interest?

I am not a financial advisor so please do your own research.

In other words, your mortgage lender is not your financial advisor.

Not exact matches

«Attaining millionaire status doesn't mean much anymore,» says financial planner Vid Ponnapalli, founder of financial planning firm Unique Financial Advisors in Holmdel, Nefinancial planner Vid Ponnapalli, founder of financial planning firm Unique Financial Advisors in Holmdel, Nefinancial planning firm Unique Financial Advisors in Holmdel, NeFinancial Advisors in Holmdel, New Jersey.

Moving that asset into a well - diversified investment portfolio, one that maximizes after - tax income while continuing to build wealth, requires ceding some control to experts, including, but not limited to, a financial advisor, a CPA and an estate - planning attorney.

There are hundreds of thousands of individuals in the U.S. claiming to be some flavor of «financial advisor,» but the qualifications of this diverse group vary widely — and the difference is not always apparent at first glance.

Many financial advisors claim to offer «customized» portfolio services, but most don't have the resources to truly deliver on the promise.

Since those investors are just looking for the highest returns, and not say buying bonds their financial advisor told them they needed bonds as part of their retirement planning, they are more likely to jump when rates rise.

Not so fast, says Evelyn Jacks, a financial advisor, author and tax expert — in fact, people understand exactly what's going on, which is why they're so mad about it:

More from Advisor Insight: Why investors can't gauge their own risk tolerance Crazy tax moves clients wanted advisors to try for 2018 Don't put all your financial eggs in one investment basket

A survey of 10,000 households that use financial advisors found that more than half of advisor clients (51 percent) thought the advice they received was either free or they didn't know how much they paid for it.

Yet financial advisors say you shouldn't let this development spook you from staying the course when it comes to your investment goals.

How to interview a potential financial advisor to whom you've been referred isn't alway clear.

«The CFO role is more important and the position definitely needs an advanced investment background and not just an accounting MBA education,» said Keith Springer, president of Springer Financial Advisors in Sacramento, Calif..