You can use our list of 10 questions to ask a financial advisor when conducting your due diligence. Types of financial advisors and what they do 1. Robo-advisors If you're looking to invest for retirement or another goal, a robo-advisor can be a great solution. They're almost always ...
co-founder and lead financial planner of AllStreet Wealth, said. “Mentors don't just fall into your life and take you under their wing. You have to go after and get the mentor, whether that's adding value for them or picking them out and asking questions. You have to be the one wi...
You want to find an advisor who's willing and able to work with you on your particular money needs. The good news is that most advisors offer an initial free consultation, so you can meet, ask some questions, find out if they can help you with your specific needs, and see if your p...
"In all financial planning relationships you want to have an advisor that you know has your best interest at heart and is as focused onreaching your goalsas you are," she says. "You also want someone who is able to clearly explain to you how the strategy helps you meet your goals,...
In the end, it comes down to a matter of preference, how sensitive you are to fees, and what options are available at your brokerage of choice. Frequently asked questions (FAQs) Are index funds better than ETFs? Index funds aren’t necessarily better than ETFs as each has its own advanta...
Financial security is some saleable right to receive a sequence of future payments, the size of which can either be guaranteed and known in advance or determined by the outcome of some uncertain future event. By saleable, we mean that the investor can sell the security anytime before the matu...
When writing content, aim to answer people's questions about your product, service, industry, or any relevant topic you choose to discuss. Addressing these concerns (good or bad) helps you stand out as a trustworthy, honest resource. It also makes your brand appear more helpful and, in turn...
However, if your cash management account is part of a money market sweep, FDIC insurance doesn’t apply. Instead, your money is covered by the Securities Investor Protection Corporation (SIPC), which insures the cash in your investment account up to a maximum of $250,000 if your brokerage ...
I hope I've answered your questions to your satisfaction. Please call us at 800-872-6684 if you have any other questions or would like to discuss anything else. -Hersh Margaret 2019-05-15 08:46:58 My husband has an IRA with Fidelity and they have quoted me a 20 year Certain annuity...
Today, we’re going to help you answer these questions. There are three elements to a successful investment when acquiring a business: you, the business, and the investor. There’s also a fourth factor that encompasses these three things, and that factor is your pitch –how you package an...