Sentences with phrase «well with your financial advisor»

It's very important that you work well with your financial advisor.

Not exact matches

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.

Carson suggests working with an advisor who can use software to run Social Security projections and help assess the best claiming strategies within the larger context of your financial picture, goals and objectives.

«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.

Before choosing to switch to the five - year rule, the beneficiary should consult with his / her financial advisor to determine whether the switch is a good financial decision.

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Create an open dialogue with your lenders, business partners and financial advisors to ensure you make the best choice for your future.

However, there is a catch — while these financial advisors were made ERISA fiduciaries on June 9, the DOL won't «pursue claims against fiduciaries who are working diligently and in good faith to comply with the fiduciary duty rule and exemptions» until January 1, 2018.

When an annuity is replaced with another annuity or if the money is a direct transfer from another financial product, the annuity advisor must convince the insurance company that the new annuity is better in many ways than the old product.

This last goal lends itself well to explaining the value of working with a fee - only financial advisor.

Each tool has different features and benefits, so it's best to consult with your financial advisor, CPA, or attorney about your specific situation.

«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.

Prior to joining Halbert Hargrove in 2012, James worked as a financial advisor with Citi Personal Wealth Management as well as Edward Jones Investments.

You can speak with a financial advisor to help you determine how best to put your money market account to work.

The absence of any outside compensation frees up the financial advisor to truly be a fiduciary, dispensing the trust financial advice with only the client's best interest in mind.

We provide institutional - quality investment services, directly connected to your financial plan and in line with strategic benchmarks... as a truly independent advisor, our investment decisions are made purely in your best interests.

I've gotten to know some of Personal Capital's financial advisors and I've also sat in on various important meetings with the CEO, CPO, COO, and CMO to get a better understanding of the products and their desired messaging.

«If you haven't been periodically rebalancing your portfolio, now may be a good time to review your strategy with a financial advisor.

blooom is a Registered Investment Adviser with the SEC, and aims to scale fiduciary best practices on low fees, and appropriate asset allocation and diversification, to millions of Americans who have no access to a financial advisor.

With the implementation date of the Department of Labor's fiduciary rule looming large in April, all attention has been focused on how financial advisors and their Financial Institutions are making adjustments to manage their compensation conflicts of interest, to avoid breaching the fiduciary's fundamental duty of loyalty to act in the client's best ifinancial advisors and their Financial Institutions are making adjustments to manage their compensation conflicts of interest, to avoid breaching the fiduciary's fundamental duty of loyalty to act in the client's best iFinancial Institutions are making adjustments to manage their compensation conflicts of interest, to avoid breaching the fiduciary's fundamental duty of loyalty to act in the client's best interests.

Before this rule went into effect, an advisor may have recommended financial products that are pretty good for you, but might have come with higher fees or commissions that benefit them.

If not, add another resolution to your list — finding an advisor who can sort through the constantly changing financial landscape with your best interests as their guiding light.

Bob is a well - known and respected leader in the financial industry with more than 30 years serving investors and advisors, most recently at Charles Schwab.

Many times, the financial advisor who sold the original variable annuity is no longer around to advise a client as to whether it's best to move ahead with surrender, leading to investor confusion over a thorny financial decision, he said.

The firm's 12,000 financial advisors work directly with nearly 7 million clients to understand their personal goals - from college savings to retirement - and create long - term investment solutions that emphasize a well - balanced portfolio and a buy - and - hold strategy.

Each comes with pros and cons, so research them and consult your legal, tax, or financial advisor to determine what best suits your personal situation.

Working with your financial advisor, you can select the investment type and risk level best suited for your college savings needs.1

The firm's 13,000 - plus financial advisors work directly with nearly 7 million clients to understand their personal goals — from college savings to retirement — and create long - term investment solutions that emphasize a well - balanced portfolio, diversified portfolio.

Merging the roboadvice model with real - world financial advisor analysis gives investors the best bang for the buck, analysts say.

Rich gained experience in trading as well as portfolio management systems with Laurel Capital Advisors (a unit of the former Mellon Financial), and the Pittsburgh institutional office of Merrill Lynch.

The transition to retirement may also be a good time to discuss your situation with a financial advisor.

«Clients should be sure they are working with an advisor that is obligated to work in the best interest of the client,» says Alan Moore, certified financial planner with Serenity Financial Consulting LLC in Milwaukfinancial planner with Serenity Financial Consulting LLC in MilwaukFinancial Consulting LLC in Milwaukee, Wis..

If you aren't sure whether it's the best option, talk with a financial advisor — an expert who can help you invest according to your goals and overall financial picture.

To be sure, all companies, small or large, will need good financial advisors and tax accountants to ensure compliance with the new tax regulations, but there are reasons to be optimistic.

«All things considered, the economy still appears to be on a solid footing, supported by a confident consumer sector — one with an optimism that is fueled by growing income and a strong labor market and is well positioned to spend more in the coming quarters,» said Jim Baird, chief investment officer for Plante Moran Financial Advisors.

Currently, he is a Board Member of the Latvian Association of Tax Advisors, where he represents the professional interests of tax consultants in discussions with representatives of the Ministry of Finance and officials of Tax Administration.As a financial and legal advisor, Ainis has participated in various investment and management projects, provided consultations on tax planning, tax legislation, tax risk evaluation as well as represented his clients in financial and judicial authorities.

If an investor's situation involves complex financial planning issues that extend beyond allocating investments and related services, they might be better served with a more traditional advisor who provides advice in areas such as estate planning.

With its Best Financial Advisors service, investors are able to search for financial and investment advisors to assist in growing theiFinancial Advisors service, investors are able to search for financial and investment advisors to assist in growing theirAdvisors service, investors are able to search for financial and investment advisors to assist in growing theifinancial and investment advisors to assist in growing theiradvisors to assist in growing their wealth.

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

Talk with an attorney who specializes in special needs law and a financial advisor to find the best way to manage your assets and prepare financially for your child's adulthood.

Our mission is to connect consumers with best - in - class financial advisors who specialize in working with clients just like you.

Marianna and her team work in conjunction with legal advisors and mental health professionals to provide our clients with a clear understanding of their finances and help them reach an agreement that is truly fair and protective of their financial well - being.

Starring Jason Bateman (who also directed a handful of episodes) as a mild - mannered financial advisor indebted to a Mexican cartel, Ozark quickly unfolded into a messy game of cat and mouse, with career - best turns from Bateman and Laura Linney, who plays his long - suffering wife.

If you have ever met with a financial advisor about investments, chances are he or she may have proposed annuities as a good way for you to go.

Once you have a grasp, it's a good idea to consult with a financial advisor.

Work with your financial advisor to evaluate your unique situation and the best option for pursuing your goals.

Please talk with your financial advisor about which investments best fit your situation.

Many financial advisors recommend investing 10 % to 15 % of your annual income to retirement, but obviously with the time value of money, the earlier you invest, the better.

Although a financial advisor will be happy to help you with your best financial strategy, you should still continue to take an active interest in investments and find out what top investors have to say about the best strategies.

However, I'm guessing you're not a registered or even formally trained financial advisor and if you make bets with her money that don't work out well, she could get pretty upset with you.