Managing finances is often the most underlooked aspect of our life that is important to take care of. It is because not only do we need to maintain our regular expenses and plan our financial needs regularly, but also plan our retirement and take care of financial aspects of our...
Nowadays, valuable financial advice is crucial for protecting your assets and getting the most out of your investments. Whether you’re starting a family, selling or buying a home, or having a significant life event, you need a trusted professional to help you navigate tricky financial situations. Given their expertise in...
A financial planner is a professional that you hire to help you plan your investments. Hiring a professional financial planner guarantees that you will not make mistakes when investing your hard earned money. As a matter of fact, a financial planner is hired by anyone that doesn’t want to make...
Starting a business is a choice most people make so that they have a constant source of income and at the same time be their own boss. It is an industry that thrives on making or breaking a person; that is why business owners go to such lengths to keep...
Vanguard is known for its indexing prowess, but financial advisor Dan Wiener makes extensive use of the company’s actively managed portfolios.
Financial Advisor Spuds Powell focuses on preserving clients’ wealth; to do so he likes short-term bonds, master limited partnerships, and blue-chip stocks.
Financial Advisor Dick Burridge is finding attractive opportunities in foreign stocks, including Japanese micro caps, and avoiding bonds.
David Lees, senior partner at myCIO Wealth, aligns his interests with his clients by putting his own savings into what he recommends.
Financial Advisor Andy Berg is not finding many opportunities in stocks and government bonds, so he is looking elsewhere.
Merrill Lynch’s Peter Rohr explains how he uses ETFs to efficiently AND EFFECTIVELY MANAGE an asset allocation plan.
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