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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. Six Principles of Successful Investing By Mika Hamilton Summary: Begin investing immediatelyProcrastination is the number one enemy of investing. Invest for the long-termDo not be influenced by short term market fluctuations. Invest in stocksAmongst all investment vehicles, stocks have provided the highest return over the long term. Stock investing requires patience and discipline. If you are burdened with high interest debt, free yourself from debt before you begin investing. Article: 1. found inves… 2. Finding the Perfect Company By Jonas Elmerraji Summary: The perfect company - it's the holy grail of the investment world. What does make "the perfect company"?The search for the perfect company is not the pursuit of day-traders or market insiders. No, the perfect company is more along the lines of what an individual investor - like you or I - would look for. What I'm talking about does take a time investment as well, in research, understanding the ins and outs of a company, but one that wi… 3. Coins, More Than Just Money By Steve Bryan Summary: Time for ChangeThe United States Congress is once again contemplating several issues regarding our currency and coins. Many in congress wish to stay with the current designs, and pass laws so that they cannot be changed.The first law governing coin designs dates back to 1792. it is known as 'Statute One'.The law of September 26, 1890 stated that changes in the designs of United States coins cannot be made more often than every twenty-f… 4. Now is the Time to Invest for Your Retirement! By Scott Pearson Summary: Investors typically choose to take advantage of this through an Individual Retirement Account.Individual Retirement Accounts (IRAs) are excellent plans to build retirement savings. Depending on the type of IRA that you choose, contributions can be tax deductible and grow tax deferred or even tax free. Investments grow tax deferred with earnings taxed only at withdrawal.The Roth IRA- Annual contribution maximums are the same for both T… |