Sentences with phrase «other financial professionals»

Especially getting everything in writing and speaking with other financial professionals prior to even purchasing our first home.
Find out if there are free workshops or referrals to debt counseling or other financial professionals who can help you.
It is always a good idea to consult an accountant and / or other financial professional before making investments that carry tax implications.
The commissions paid by life settlement companies to life settlement brokers and other financial professionals involved in the transaction can be substantial.
The said keywords are also applicable to other financial professional resumes.
Took 60 % of inbound calls daily serving as advisor / coach to other financial professionals using various financial planning software platforms.
LakeBTC project was started in early 2013 as a virtual bitcoin exchange initially for traders and other financial professionals interested in cryptocurrencies and blockchain technology.
The rule is intended to discourage brokers and other financial professionals from putting retirement - plan assets into products that pay high commissions or profit - sharing compensation to the brokers — a practice that's currently legal as long as the investments can be portrayed as «suitable» for the customer.
ThinkAdvisor asked Brown on Tuesday how their blogging busy - ness jibes with client portfolio management, and he said their absorption in financial news beats cold calling, seminars and similar activities by other financial professionals.
Strollo and a series of other financial professionals took the stand Wednesday in the federal corruption trial of former Oyster Bay Town Supervisor John Venditto, former Nassau County Executive Edward Mangano and his wife, Linda.
We work as needed with other financial professionals including forensic accountants to uncover hidden assets and vocational evaluators to determine income imputation for an unemployed spouse.
That advertising and marketing strategy has worked very well at getting Americans to fork over their hard - earned money to money managers, brokers and other financial professionals for them to underperform the Index on their behalf.
«Financial Advisor» means the Client's broker, registered investment adviser, financial planner or other financial professional who has an active Subscription to the Service.
This may mean that the fee - only CFP ® works with other financial professionals to:
LakeBTC project was started in early 2013 as a virtual bitcoin exchange initially for traders and other financial professionals interested in cryptocurrencies and blockchain technology.
If you're still looking for a divorce financial professional to work with, review our resources section where you'll find details about certified divorce financial analysts and other financial professionals in your area.
It also doesn't hurt to hire a reputable accountant or other financial professional to help guide you through managing your funds for future growth.
But not all financial professionals are the same, and Gen X should know whether they're dealing with wirehouse representatives, brokers, registered investment advisors or other financial professionals.
Talk with your private equity partner, as well as with any commercial lenders, investment bankers, or other financial professionals, about trends in the marketplace.
The rule would require brokers and other financial professionals to act with their clients» best interests in mind when giving retirement advice.
You should consult with an attorney or other financial professional to determine what may be best for your individual needs.
This course provides financial advisors and other financial professionals with a unique blend of instruction and scenario learning that explains how to talk about SRI with clients, incorporate SRI into investment portfolios and understand the latest trends and research.
Jared has an extensive network of Wall Street traders, hedge fund managers, and other financial professionals (though he often uses their consensus as a contrarian indicator).
By carefully measuring the advantages and disadvantages of forming a corporation, and consulting with an accountant, attorney and / or other financial professional, you can decide if incorporation is right for your small business.
Nevertheless, the popular belief that indexing works better for large - caps is well - entrenched and widely endorsed by advisors, consultants, and other financial professionals.
The fiduciary standard is much stricter than the «suitability standard» that applies to brokers, insurance agents, and other financial professionals.
To locate a qualified insurance agent or other financial professional, seek recommendations from friends, or professionals like your lawyer or accountant.
It works with community housing services, credit counselors and other financial professionals to assist distressed homeowners before foreclosure becomes necessary.
You can find out more about your risk tolerance by completing free online questionnaires available on numerous websites maintained by investment publications, mutual fund companies, and other financial professionals.
The weekly survey results are published in financial publications including Barron's and Bloomberg and are widely followed by market strategists, investment newsletter writers and other financial professionals.
We are adept at handling complex cases that involve high - volumes of documents and require the use of forensic accountants and other financial professionals.
She often acts for those whose careers are threatened by charges (lawyers, accountants, other financial professionals, pilots) and for well - known and high net worth individuals.
Our attorneys work with accountants and other financial professionals to develop business valuations so we can advise clients on the legal ramifications of proposed transactions.
Financial Fridays provides an excellent venue for CPAs and other financial professionals to have discussions about money, saving taxes, economics, and related topics.
Retirement assets can be very difficult to evaluate and may require the assistance of an actuary, C.P.A., or other financial professional.
For a more accurate and detailed analysis specific to your circumstances and needs, contact an ERIE agent or other financial professional.
To locate a qualified insurance agent or other financial professional, seek recommendations from friends, or professionals like your lawyer or accountant.
So, if you're ready to align your investments with your personal values, a financial planner or other financial professional can help you do that.
In my business, I've become allies with PR professionals that help market my content, writers from major publications who will use my quotes in their articles, other financial professionals who I can bounce ideas off of, as well as other professionals in entrepreneurial niches who have co-created content with me.
Our members include not only attorneys, but mental health professionals, child specialists, divorce coaches, accountants, mortgage bankers, financial planners and other financial professionals.
We can help you find and work with an accountant or other financial professional to make a plan to get out of debt, re-balance expenses, and prepare to reach your financial goals.
While some other financial professionals focus on economic risks and market instability, real estate lenders...
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