Related Posts
How much credit card debt do you have?
More Posts
Looking for a job in PMO role, can anyone help
Love is tough.
Is ncino considered a good skill to have ?
Additional Posts in Personal Investment Chatter
Are people selling right now?
How much credit card debt do you have?
Looking for a job in PMO role, can anyone help
Love is tough.
Is ncino considered a good skill to have ?
Are people selling right now?
We analyze every financial decision our clients make. Manage their portfolio in a tax-advantaged way. Help create an income plan so they can maximize the amount of money they can live off in retirement. I spoke to a lot of non clients who went to cash in March as opposed to our clients who rebalanced and risked up at bottom. Could go on and on.
To PWC1 point, there are a lot of really bad ones in our industry who just try to sell high commission products. I have seen a lot of “advisors” cost their clients money in order to benefit themselves.
If you work in consulting you really shouldn’t need one
Agree, just buy the market and go to sleep
Depends on what you hire them for. They can analyze your entire financial picture and give you recommendations on how to manage/invest your money to reach your financial/retirement goals.
They can actively manage your investments.
They will try to sell you life insurance.
The payouts on life insurance are so bad and it's such a pain to do that I only really write a policy if a client brings it up , would much rather do managed money.
Charge to tell you to buy the dip
Generally we help families : organize, build, protect and transfer wealth. Many people I work with fall into 2 categories : either are extremely busy and don't have time to effectively manage their finances OR have some complex family, business, or tax issue that we help to navigate.