Sentences with phrase «recommended by advisors»

But much more often, an investment in a collectible is influenced by emotion and not recommended by advisors.

Our financial affairs are often put together in a reactionary, piecemeal fashion over a period of time, perhaps based on what we hear recommended by an advisor or guru, by what we read as the tip du jour by a popular money magazine or by what all our friends or colleagues are doing.

Specifically, Guggenheim Partners» Security Benefit «Total Value Annuity» is recommended by the advisor, with allocation among several interest crediting options within the contract.

Not exact matches

For those who may be lacking emotional preparedness, we recommend working with an advisor to help you prepare for retirement so you can live your retirement years by design — not by default.

That means some financial advisors — basically, brokers and insurance agents - will once again be able to give conflicted investment advice by recommending high - priced 401 (k) investments that pay them rich commissions over less expensive - but comparable - alternatives on May 7, 2018.

While the SAFT has been extensively reviewed by multiple legal teams, we strongly recommend you consult with your own legal, investment, tax, accounting, and other advisors, to determine the potential benefits, burdens, risks, and other consequences of such a transaction.

Further, the final rule defines a variety of investment education activities that fall short of fiduciary conduct, and makes clear that advisors do not act as fiduciaries merely by recommending that a customer hire them to render advisory or asset management services.

You can ask your financial advisor, if applicable, to recommend municipal bond funds issued by your state.

In many advisory programs, variable compensation may arise to the extent that the advisor can increase its net compensation by recommending a cheaper investment manager.

Many financial news sites, including The Washington Post, recommend finding a fiduciary advisor, as they are bound by law to make recommendations based on what is best for you, the client.

Any investments recommended by Energy & Resources Digest should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company.

Any investments recommended by Wealthy Retirement should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company.

«The advisor may recommend that the client set aside $ 200,000 or more to fill the gap in living expenses that occurs between expenses covered by Social Security benefits and those not yet covered.»

For sampled investors, the sponsoring bank standardizes strategic asset allocation advice, but the advisors made available to investors by the bank have great latitude in recommending specific stocks.

The AAP report, echoing rules enacted by the American Association of Cheerleading Coaches and Advisors and the National Federation of State High School Associations, recommends the following steps to improve safety in the sport:

Getting to Yes: Negotiating Agreement without Giving In by Roger Fisher, William Ury, and Bruce Patton was recommended to me by Dr. Janet Engstrom, my doctoral advisor.

The idea — for three «innovation institutes» — was recommended in a report by the President's Council of Advisors on Science and Technology (PCAST).

First up the ribs at Rendevous came highly recommended by my travel advisor John Landis and Peggster - in - chief Harmony.

This past summer, my academic advisor recommended that I go to a forum on student voice hosted by Student Voice and the Iowa Student Learning Institute, both nonprofit organizations led by students, for students.

To address these concerns some have recommended that teacher preparation programs integrate technology throughout the entire preservice teacher experience by providing faculty models for effective technology integration (Handler & Marshall, 1992; ISTE, 1999; NCATE, 1997; U.S. Congress, 1995; President's Committee of Advisors on Science and Technology [PCAST], 1997; Wetzel, 1993; Willis & Mehlinger, 1996).

With new safeguards in place, these Federal Housing Administration1 (FHA) insured loans are now recommended by many financial advisors as a smart tool to use in your retirement portfolio.2 Despite the positive press that reverse mortgages have received, there are still many misconceptions surrounding them.

That's why they are often recommend by insurance advisors, who are often not licensed to sell other types of investments.

Instead, small business advisors recommend financing businesses by building credit in a company's name.

Most advisors and brokers work by suitability standards, which means their compensation is derived from the very same investment products that they recommend, resulting in a conflict of interest.

To be honest, I'd say many of the robo - advisor portfolios are better than those recommended by actual non-robot advisors.

Interest only loans are recommended by many financial advisors since the tax advantages of borrowing against your home makes the cost of the money far lower than the potential returns invested elsewhere.

Very often, supposedly objective financial advisors and investment counselors will not recommend Vanguard's fund products, because they can make a great deal more money from you by selling you expensive investment products that are good for them, but bad for you.

Robo - advisors work by users punching in their savings goals and then an algorithm kicks in with a recommended investment strategy.

An advisor who is loyal to only his clients will not be swayed by outside forces to recommend investments with higher commissions or payouts.

This occurs either when forced and taxable annual withdrawals are imposed by RRIF (Registered Retirement Income Fund) rules starting in the year you turn 71, or if you start to «melt down» your RRSP savings in your 60s or even 50s, as some financial advisors recommend.

I am not an advisor, and I don't make any income by recommending any financial service, product, or investment.

I think that there should be a law aginst the type of advertising that is done on TV regarding reverse mortgages — such as stating that the idea is recommended by bankers and investment advisors.

Recommended by a trusted advisor - The Dave Ramsey ELP listing is not as trusted as a friend, but the Ramsey empire has steered me straight in the past.

For those who don't know what a robo - advisor is, a robo - advisor is a service with which you can open an online account, that often assesses your risk profile, your financial goals, then recommends an ETF portfolio crafted by super-geniuses (so I assume) that you can stick money into.

«The Misguided Beliefs of Financial Advisors», a recently released study of two «anonymous» Canadian mutual fund dealers (over 4000 advisors, half a million clients) finds Canadian advisors recommend investments that underperform the market by 3 % aAdvisors», a recently released study of two «anonymous» Canadian mutual fund dealers (over 4000 advisors, half a million clients) finds Canadian advisors recommend investments that underperform the market by 3 % aadvisors, half a million clients) finds Canadian advisors recommend investments that underperform the market by 3 % aadvisors recommend investments that underperform the market by 3 % annually.

For sampled investors, the sponsoring bank standardizes strategic asset allocation advice, but the advisors made available to investors by the bank have great latitude in recommending specific stocks.

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Matter between wealthy individual and investment advisor for breach of fiduciary duty arising from recommended investments in allegedly inappropriate private equity investments and repayment of loans made by client to advisor

Best for: Predicting multiple retirement saving scenarios and most in - person time One of three calculators offered by Edward Jones, the investing company recommends using its retirement savings calculator to garner a realistic estimate of your savings plan as a starting point; then, it recommends that you work with a financial advisor to develop an actionable plan going forward.

The advisor you speak to is paid by the insurance company to provide you with assistance and they gain nothing by recommending you one way or the other — they should give you the best advice possible.

A recent survey of financial advisors conducted by an independent firm and commissioned by Allianz reports that nearly eight in 10 (78 percent) financial advisors say they would recommend tuition insurance for students taking out loans while more than seven in 10 (72 percent) say they would recommend it for first - year college students.

Although not required by state law, PWC insurance is strongly recommended by natural resources authorities and financial advisors alike.

Term life insurance is recommended by many of the top financial advisors in the country such as Suze Orman, Dave Ramsey and Clark Howard.

Also, the difference in premiums between term life and whole life, it's recommended (by the advisors mentioned above) to save that money and invest the difference yourself.

Term life insurance is regularly recommended by financial advisors, since these policies are more flexible and significantly less expensive than permanent coverage.

Term life insurance is recommended by financial advisors Suze Orman, Dave Ramsey and Clark Howard.

For this reason, many financial advisors recommend that you protect your assets by purchasing as much liability coverage as you can comfortably afford.

Relayed plan information to clients along with changes recommended by financial advisors.

With new safeguards in place, these Federal Housing Administration1 (FHA) insured loans are now recommended by many financial advisors -LSB-...]

With new safeguards in place, these Federal Housing Administration1 (FHA) insured loans are now recommended by many financial advisors as a smart tool to use in your retirement portfolio.2 Despite the positive press that reverse mortgages have received, there are still many misconceptions surrounding them.