Sentences with phrase «see as a financial advisor»

I mean, essentially some of you define as what I see as a financial advisor, 90 % of our clients are securities licensed.

Not exact matches

Garrett and other fiduciary financial advisors see the recently issued fiduciary rule passed by the Department of Labor as a major step in the right direction of controlling the costs of advice to investors.

As with any undertaking, do your research and consult a trusted financial advisor to see if franchising makes sense for you.

As a financial advisor for more than 20 years, I've seen that newly found wealth can make us irrational.

David has served as a financial advisor to several food companies during his career, and anticipates that we will see many more.

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.

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.

As I'm sure didn't escape your attention, these articles represent next - level analysis of financial advisors that we haven't before seen in the consumer press.

But sometimes it's hard to see what's exactly what, so the financial advisor will ask you to clarify which mortgage goes with which property if you have multiple properties as was in my case for example.

«What you'll see in the traditional wealth group, financial advisors will be able to take on a greater number of clients and the entire industry will expand as it becomes a cost effective tool that people can have that they haven't traditionally.

If you want to see what your financial advisor looks like with a deer - in - headlights stare, try asking him why a person should take on less risk as they get older.

Hussein Sumar presents How a 401k Plan Increases your Savings Opportunities under the Economic Growth & Tax Tax Relief Reconciliation Act of 2001 (EGTRRA) posted at 401k, saying, «Many baby boomers who are nearing retirement and even young people who are interested in saving as much as they can for retirement visit their financial advisors each year to see how much they can contribute to their 401k plans for the current & upcoming tax years.

Consider rebalancing your budget, or talk to a financial advisor to see if your allocations are appropriate for your time horizon, as well as your short - and long - term goals.

This may be difficult for you to believe but over the course of my 30 year career as a financial advisor, I've seen plenty of rich people who suffer from ruinous spending.

Cerulli surveyed 378 financial advisors in the U.S. to find out how and why they are using bond ETFs in their client's portfolios, and what they see as future trends in the industry.

As financial advisors, we see both types of financial personality, more of the former than the latter.

Advisors see the rise of the robos as the evolution from exchange traded funds, which are portfolios of defined assets traditionally run as clones of indexes, to financial plans based on passive management of the client's entire fortune.

They work mainly as a financial advisor, but also look to see how they can repair your credit.

After his experience with working as a policy advisor for the Consumer Financial Protection Bureau, Will Sealy saw a hole in the market for student loan products.

As you can see, the options available are many; you may want to get a financial advisor - preferably a free one - to guide you through the process of managing your debt.

Which is notable both that major investors now see the upside of «robo» platforms as expanding them back into human advisors, and also because if it works it could dramatically alter the landscape for 401 (k) rollovers by making those assets «advised» by a comprehensive financial planner before they ever become a rollover opportunity in the first place!

The goal of the exercise was to see if investors would succumb to a smooth - talking, good - looking salesperson and hire him as a financial advisor.

Talk with your financial advisor and with those who may bequeath a retirement legacy to you — such as parents or grandparents — to see what type of tax planning they've put in place.

The goal is to inform investors on what to expect and insist on from a financial advisor, as well as help them find, screen and evaluate an advisor that fulfills those requirements.The Campaign for Investors partnered with FeeX to provide a calculator for investors to see the total fees they pay, how they compare to other users receiving similar services, and how much the investor could save in each account over the long term by switching advisors.

Financial advisors will often recommend purchasing bonds as interest rates decrease which will see an increase in principle value and to avoid bonds if it is likely that interest rates will be increasing in the near future.

I have seen their literature it appeals to me as a financial advisor not licensed to sell securities having cleints always coming in and asking for these products.

Let's think of advisors as opportunistic personal shoppers for the culturally aspirational, or, for those inclined to see their collections as a future financial investment, something like a hedge - fund manager, using art as capital.

There's some additional cost added to seeing a financial advisor compared to doing things on your own, but you can think of it as an investment: Ideally, the money you put into an advisor will pay off (literally) down the line thanks to the smart choices he or she helps you make.

Gather your financial documents as if you were preparing to see your tax advisor or financial planner.

As we will see in our next post, financial advisors are one such example of additional resources who can bring tremendous value to the table.

As a financial advisor for 16 years, she saw a real need to increase women's confidence.

When buying a home, our agents see themselves as both a trusted financial advisor and your first neighbor.