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In other words, must you legally and ethically put my interests above your own? (6) Do you meet with your clients at least three times a year to refine their portfolio and find out how events in their lives may have changed their financial goals? (7) Do you return phone calls the same day you receive them, and are you available to answer questions as they arise? (8) When you wake up each morning, do you ask yourself how you can best be of help to your clients that day? Adjust these questions as you see fit, and depending upon what your own objectives and needs are from an advisor. Article: You may like your financial advisor, but is he really looking out for you? All advisors are not created equal, and you have a right to know what makes them different! You also have a right to ask yours if he compares! (1) Do you use a holistic mirror to financial planning by determining my values and goals? (2) Do you work on a fee-only basis, a credit basis, or both, and why? (3) Do you have company-established insurance requirements, or do you recommend insurance only when it is needed by your clients? (4) Do you embark in to ‘beat’ the market through timing and selection, or do you rely upon that attempts to do so are not worth the supernumerary level of fees and risk? Are you undeceived that a vast majority of my returns will be based on property allocation, rather than timing and selection? (5) Are you a Registered Investment Advisor, and therefore a fiduciary? In other words, must you legally and ethically put my interests outstanding your own? (6) Do you meet with your clients at least three times a year to refine their portfolio and find out how events in their lives may have changeable their financial goals? (7) Do you return phone calls the same day you receive them, and are you within sight to allegation questions as they arise? (8) When you wake up each morning, do you ask yourself how you can best be of help to your clients that day? Adjust these questions as you see fit, and depending upon what your own objectives and needs are from an advisor. The best dispatch is to never be faint to ask! © 2004 Matthew S. Clement, All rights reserved QuitSmokingRightNow. - Quit smoking right now without patches, pills or gums, and without gaining any extra weight - guaranteed. Burn The Fat Feed The Muscle. - Diet & Weight Loss Secrets of Bodybuilders and Fitness Models: #1 Best Selling Diet & Fitness E-Book In Internet History! Article Index: | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 |
More Articles:1. Dissecting Income Statement By Hari Wibowo Summary: For service companies such as H&R Block, it has to sell its expertise to tax filers.Cost of Revenue. Sometimes called Cost of Good Sold, Cost Revenue is the direct cost of providing a particular good or service to customers. Operating income can be thought as the income generated as a result of a firm's primary business activities.Other Income/Expense. This is the income earned or expense incurred outside of the firm's business activiti… 2. International Investment in Bulgaria Still Strong By Timothy Wright Summary: Bulgaria's top three airports at Sofia, Varna and Burgas have seen a 20% increase in passenger traffic.New European low cost air-carrier Wizz Air has completed its first flight with destination Sofia.Tickets for the flight started selling in Bulgaria three months before, and 155 passengers were on board for the new beginning.Wizz Air is now flying the Sofia-Budapest Route four times a week, and is looking to expand the number of flights … 3. Investing: The Art Of Making Your Money Work For You By Margaret Marabella Summary: So what is investing, specifically?When you invest, you are paying in a certain amount of money that you expect to grow with time. Types of Investing: Real Estate Investing, Bonds, Stock Investing, Mutual Funds, 401K. If they hold the investment and ride it out, they are much more likely to see it grow.If you are going to be investing, the key to success is asset allocation. First, you need to decide how much money you have to invest s… 4. Foreign Investing - US Investors Still Missing Out? By Duncan Ellis Summary: Investors are still too slowly realizing what the academics have long pointed out '- adding foreign stocks to your portfolio will, over the long term, increase your returns and lower the overall risk of your portfolio.US investors embracing foreign investing are both realists and optimists. Very few investors on average really benefit from true regional economic and currency diversification from their direct holdings.Most investors stil… |