Best Match Game Questions Every Financial Advisor


This financial adviser has a captive audience — his co-pilots - MarketWatch
This one answers questions about the best retirement investments. In fact, Glenn Nevola has spent so many flights talking with his co-pilots about their 401(k) plans that he started a financial advisory business to help them. ... Whereas most companies.

Will new smart-beta strategies boost target-date funds' performance? - InvestmentNews
quot;If a client tells me they only look at their 401(k) plan every five years, target-date funds are a great solution to keep them balanced and in an appropriate asset allocation for their time horizon," said Kristin Sullivan, owner of Sullivan Financial.

How to Win at Retirement Savings - New York Times
If two people put the same amount of money away each year ($5,000), earn the same return on their investments (6 percent annually) and stop saving upon retirement at the same age (67), one will end up with nearly twice as much money just by starting at.

3 Top SA Authors For FA Readers, Part I: Financial Advisors' Daily Digest
Certainly, clients ask such questions ... Seeking Alpha hosts many other fine contributors of unique value to financial advisors, so I will have to return to this topic after my holiday time off. But for now, here are a few more links to today’s best.

Schwab IMPACT: Indie Advisors’ Growth Assured Despite Rapid Change
But Clark said most advisors in the room “wear a catcher’s mitt.” They want to control the change, and move in the direction that best ... of the game in terms of leveraging artificial intelligence for portfolio management. Every financial firm.

7 Best Mid-Cap Stocks to Buy Now - U.S. News & World Report
Where can you find the best mid-cap stocks to buy? Everyone knows where to find blue-chip companies that can help you sleep well at night: Just take a gander at the Dow 30. But what if you want a little excitement in your portfolio? And not just.

Parents, do you have the best 529 college savings plan? (Yes, you can choose.) - Washington Post
“The good news is that 529 plans, in general, have improved in recent years,” said Liz Weston, a certified financial planner and NerdWallet columnist. ... Here are the states — and the strategies — for each of these categories. ... want to compare.

Only 2 Iconic Athletes Have Made More Money Than Floyd Mayweather - Money Magazine
And yes, a $300 million take for Mayweather is not out of the question . For context, Mayweather earned roughly $300 million in 2015, including $250 million from his fight against Manny Pacquiao. That event “broke every financial boxing record.

Pregame Your Business: How to Shop for a Professional Consultant, Coach, or Advisor
Now it’s time to find a fantastic match among the many game ... advisor can take your business to the next level through insight, strategy, and clarity. The best consultants will be the first to admit that they aren’t the right match for every client.

Away from the NFL spotlight, financial ruin drove Clinton Portis to the brink of murder - Sports Illustrated
Though he ranks sixth in NFL history in rushing yards per game (87.8—less than a yard behind Walter Payton) and though teammates still tout his singular skills as a pass blocker, Portis fielded two questions about his famous characters during his.

Pick the Right Money Manager - Kiplinger Personal Finance
You're tired of going it alone. Who do you call? Since 2008, when nearly every investment category suffered declines, people have been clamoring for good advice . Some seek just a little guidance, while others want to leave virtually all of the decision.

Money creates questions, even when things are looking up - Orlando Sentinel
Managing money is rarely as simple as reaching for the sky, which is why Certified Financial Planners make themselves available to answer questions ranging from settling credit card debt to planning for retirement — and much more. Q: My $29,000.