Financial Advisors: Consider Those Who Are Not Yet High Net Worth (NYHNW)Jose Pierre
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Advisors I know don’t see themselves as performance-chasing, though that’s exactly what they are doing. Many are shifting their investment sails based on the belief that a bond bubble is near, forgetting that historically stocks are riskier in a day than bonds are in a year. My advice i...
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At 1st Discount Brokerage, we are committed to understanding the needs of our clients and working closely with them toward their goals. This personalized service can empower you to not only build your wealth but strengthen your financial health through a strategic mix of investment options. ...
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Today, our 900+ colleagues are privileged to serve an inspiring group of individuals, families, nonprofits, charities, institutions and financial intermediaries around the world. As investors and strategic advisors, we seek to consider any data, factor, business tactic or strategy, economic or market...
Financial experts explained why relying on your friends and family forfinancial advice is not a great idea. They Have No Training The most obvious reason not to ask friends and family for financial advice, is that your family and friends are probably not financial professionals, according ...
Financial regulatory bodies oversee the functioning and fairness of the financial markets and companies that engage in financial activities. The goal of regulation is to prevent and investigate fraud, keep markets efficient and transparent, and ensure that consumers and clients are treated fairly and ho...