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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 sameness to financial planning by determining my values and goals? (2) Do you work on a fee-only basis, a helping 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 strive to ‘beat’ the market through timing and selection, or do you have confidence in that attempts to do so are not worth the ulterior level of fees and risk? Are you hip that a vast majority of my returns will be based on benefit 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 ascendant 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 converted their financial goals? (7) Do you return phone calls the same day you receive them, and are you on tap to assent 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 notification is to never be milk-livered 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. Reasons For Joining An Investment Club By Tim Gorman Summary: Whether you're a novice investor or an experienced stock picker an investment club may be beneficial to growing your investment portfolio. This article explains what an investment club is, why you should have an investment program and finally why you should join an investment club.An investment club is nothing more then a group of individuals that all share the same common bond of wanting to profit from the stock market while at the sa… 2. Begging Your Trust in Africa By Sam Vaknin Summary: The syntax is tortured, the grammar mutilated, but the message - sent by snail mail, telex, fax, or e-mail - is coherent: an African bigwig or his heirs wish to transfer funds amassed in years of graft and venality to a safe bank account in the West. But only one in ten successful crimes is reported, says the FBI's report.The IFCC provides this advisory to potential targets:Be skeptical of individuals representing themselves as Nigerian… 3. The Era of Disaster Recovery and Prevention . . . And What It Means to Investors By Leon Altman Summary: The recovery from Katrina and Rita ushers in a new era of Disaster Recovery and Prevention. If many meterologists are correct, we may have entered a cycle of increasing frequency and severity of hurricanes.Combine the measures slated for homeland security, rebuilding the Gulf coast and the ramp-up of disaster prevention around the country and you have a near permanent state of disaster recovery and prevention.For some companies, let's … 4. Insure Your Investment By Thomas Mullooly Summary: A put is a contract that gives the buyer the right to sell stock at a certain price and during a defined period of time, up to the expiration of the contract.When you buy a stock, three possible events can occur.' The stock can go up. ' The stock can do nothing ' The stock can go down.In two of the three scenarios above, you do NOT make money. Remember what you own with a put is the right to sell the stock, in this example, at $80, no … |