Sentences with phrase «of a financial advisor for»

Be sure to seek the advice of a financial advisor for current market analysis and advice.

Not exact matches

George Reilly, an advisor and owner at Safe Harbor Financial Advisors based outside of Washington, D.C., developed a series of tests that he runs for his clients a few years prior to their retirement.

«At first, we thought AMT repeal would be great for our clients,» said Leon LaBrecque, JD, CFP, managing partner and CEO of LJPR Financial Advisors.

Parents can get into a pattern of paying for their children's expenses without ever having a conversation about it, according to Aaron Thompson, a financial advisor at AGT Wealth Management in Annapolis, Maryland.

You may want to consider making property tax payments for 2018 ahead of time, according to financial advisor David J. Haas, president and owner of Cereus Financial Advisors in Franklin Lafinancial advisor David J. Haas, president and owner of Cereus Financial Advisors in Franklin LaFinancial Advisors in Franklin Lakes, N.J.

Many financial planners are doing a poor job at, well, planning — both for the future of their own firms and in grooming the next generation of advisors.

Although all states now have «no fault» divorce proceedings, some jurisdictions still take into account the grounds for divorce when dividing assets, said Justin Reckers, a certified financial planner, divorce financial analyst and CEO of WellSpring Divorce Advisors.

«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.»

About 90 percent of North Korea's trade is with China, and Chinese junket operators are well equipped to use the formal banking sector and informal financial networks created by the Chinese traders and small businessmen who've crisscrossed the world for 1,000 years, says Andrew Klebanow, a senior partner at Global Market Advisors LLC in Las Vegas.

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.

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.

Financial advisor Manisha Thakor shares tips for squeezing the most value and joy out of every hard - earned dollar you'll spend in 2016.

Investors looking to evaluate potential financial advisors can avail themselves of many lists of sample questions, such as those suggested by the Financial Industry Regulatory Authority, for interviewing practfinancial advisors can avail themselves of many lists of sample questions, such as those suggested by the Financial Industry Regulatory Authority, for interviewing practFinancial Industry Regulatory Authority, for interviewing practitioners.

For his part, Vid Ponnapalli, CFP and founder of Unique Financial Advisors, explains investment philosophy as a set of guiding principles underlying the process of choosing appropriate investments for a given situatiFor his part, Vid Ponnapalli, CFP and founder of Unique Financial Advisors, explains investment philosophy as a set of guiding principles underlying the process of choosing appropriate investments for a given situatifor a given situation.

For example, two years ago I was invited to speak to one of the largest gatherings of financial advisors in the U.S..

Glassman uses Dimensional Funds, a family of low - cost mutual funds marketed to financial advisors, for his core domestic and international equity exposures.

Adolfo Rodriguez, managing partner of the A / R Financial Group, has been focusing more and more on Social Security maximization over the past six years, conducting seminars for the public and for other advisors, as a service to their own clients.

As financial advisors, we pride ourselves on being the voice of fiscal reason for our clients.

Is a quarterly face - to - face meeting enough for your financial needs, or do you need a higher level of service, with more frequent advisor interaction?

«For the past several months, we have worked closely with our financial advisors and evaluated various strategic alternatives with respect to Qdoba, including a sale or spin - off, as well as opportunities to refranchise company restaurants,» Lenny Comma, CEO and chairman of Jack in the Box, said in a statement.

Evelyn Jacks is Founder and President of Knowledge Bureau, a national educational institute for the continuing professional development of tax and financial advisors and author of 52 books on the subject of tax preparation, planning and wealth management for Canadian families.

The issue is so pressing in the wake of WannaCry that on May 17 the Securities and Exchange Commission issued a cybersecurity alert for broker - dealers, financial advisors and investment funds that stressed both the importance of undertaking penetration tests and vulnerability scans on critical systems and the necessity of upgrading systems on a timely basis.

Ileana Musa focuses on working with Bank of America's international financial advisors with goal - based wealth management experience for high - net worth clients.

Josh Brown, a financial advisor and blogger of The Reformed Broker, says it may even be worthwhile to look further than the Street for its forces of influence.

The deduction doesn't have to be for an entire room, if that section of a room is not used for personal purposes, says Cynthia Turoski, a certified financial planner and certified public accountant with Bonadio Wealth Advisors in Albany, N.Y.

«For some time, the Internet has been aggregating people in communities,» says Chris Musto, director of financial services and an analyst at Gomez Advisors Inc., a research firm in Lincoln, Mass., that focuses on Internet commerce.

For instance, entrepreneurs with service businesses — including doctors, lawyers and financial advisors — may not be able to take advantage of the deduction if their income is too high.

For a list of fee - only planners in your area, contact the National Association of Personal Financial Advisors (708-537-7722).

But for many companies, it hasn't quite worked out that way, says Gregory Milano, CEO of financial consultancy Fortuna Advisors.

Very near - term we see the risk of consolidation, with some of the tactical indicators extended (such as the bull / bear ratio for financial advisors, while net corporate buying is low) and we expect the Fed to start tapering in January.

Director, Scripps Translational Science Institute; Chief Academic Officer, Scripps Health; Professor of Genomics, The Scripps Research Institute, La Jolla, California; Editor - in - Chief, Medscape Disclosure: Eric J. Topol, MD, has disclosed the following relevant financial relationships: Serve [d] as a director, officer, partner, employee, advisor, consultant, or trustee for: AltheaDX; Biological Dynamics; Cypher Genomics (Co-founder); Dexcom; Genapsys; Gilead Sciences, Inc.; Portola Pharmaceuticals; Quest Diagnostics; Sotera Wireless; Volcano Received research grant from: National Institutes of Health; Qualcomm Foundation

BofA Merrill Lynch is acting as financial advisor to Loblaw for purposes of this transaction and delivered an opinion to Loblaw's Board of Directors as to the fairness, from a financial point of view, of the consideration to be paid by Loblaw in the transaction.

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.

«The extra reward you get in the form of higher yields from stretching on maturity will come back to haunt you should inflation trend upwards faster than expected,» said financial advisor Manisha Thakor, director of wealth strategies for women at The BAM Alliance.

Traditionally, different types of insurance — life, disability and long - term care, for example — have been bought separately on what Thomas Henske, certified financial planner and partner at Lenox Advisors, calls an «a la carte» basis.

«As a financial advisor, who is a value investor, when I identify a sector or region or financial instrument that is undervalued, I then search for the best active value manager with a proven track record net of fees to execute that strategy.

When all is said and done, it seems that firms are recognizing that the best interest contract exemption is the way forward for advisors who wish to continue selling financial products on a commission basis — and that now is the time for preparing for compliance in advance of the applicability date.

Rambler also related that the presidential advisor voiced his support for the creation of a centralized, state - issued virtual currency, the cryptoruble, explaining that such a financial instrument would essentially be «the same ruble, only its movement [would be] limited in a certain way, it [would be] arranged in a certain way.»

For more information on any of K2's alternative strategies funds, contact your financial advisor or download a free prospectus.

While the robo - advisor retains full responsibility for managing the investments and matching the client to the appropriate portfolio, the financial planner might fill the role of trusted human advisor who can prepare an in - depth financial plan but also counsel clients about all aspects of their finances.

Chetney expects much of the demand for the new Morningstar service will come from independent broker - dealers such as LPL, Commonwealth Financial Network and Cambridge Investment Research, which could mandate that their advisors use a third party to assume the fiduciary responsibility for defined contribution plans.

Ameriprise advisors receive compensation for financial advisory services in the form of commission and fee.

The standard advice from financial advisors to 20 - somethings is to invest as much as they can in stocks — regardless of periodic market swings, however wild, like those seen over the past few days — and watch long - term compounding do its magic for the next 40 - plus years.

Traditional wealth management companies such as Goldman, Bank Of America Merrill, and Citibank with physical offices around the world charge around 1 - 2 % of assets under management for financial advisors to actively manage their client's moneOf America Merrill, and Citibank with physical offices around the world charge around 1 - 2 % of assets under management for financial advisors to actively manage their client's moneof assets under management for financial advisors to actively manage their client's money.

In the first episode of The Unshakeable Podcast, the world's leading life and business strategist Tony Robbins and his co-author Peter Mallouk (ranked # 1 financial advisor by Barron's for three years in a row) remove the anxiety of an upcoming economic winter.

The Deal Team of the Year award was awarded to Fortis Inc. and its financial and legal advisors - CIBC World Markets Inc., Davies Ward Phillips & Vineberg LLP and Farris, Vaughan, Wills & Murphy LLP - for the Terasen Inc. acquisition.

If there are cumulative quantity discount eligible shares that would qualify for combining with your current purchase and you do not tell your financial advisor or the Franklin Templeton Funds» transfer agent at the time of any purchase, you may not receive the benefit of a reduced sales charge that might otherwise be available since your financial advisor and the Fund generally will not have that information.

If the Fiduciary Standard is applied to brokers as well as financial advisors as has been discussed, there will for sure be lots of change, but to announce the death knell of the advice business is as ludicrous as saying there will no longer be a demand for teachers or doctors.

«Specifically, the financial institution must disclose any variable compensation that the advisor receives for the advice and resultant product sale, and comparative examples of compensation they would have received for other products,» Cerulli managing director Waldert said.

Here is a calendar marking earnings dates scheduled this week for firms of greatest interest to financial advisors: