Nerd's Eye View
AUGUST 25, 2023
Further, 87% of respondents said they would trust advice from human advisors, more than any other source of advice surveyed, and well above the 37% who said they trust generative AI tools.
Nerd's Eye View
NOVEMBER 28, 2022
Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.
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Nerd's Eye View
NOVEMBER 28, 2022
Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.
The Irrelevant Investor
JUNE 25, 2015
I personally think well respected investors have a responsibility to stay far away from major market calls that do nothing but stick a wrench in peoples’ investment plans. They are not the business of making you a better investor, but in one of selling advertisements, period. Will he be right? Really a shame.
WiserAdvisor
MARCH 2, 2023
It can take care of most initial costs like advertising, marketing, equipment, human resource, etc. To conclude It is essential to clearly understand your investment goals, risk tolerance, and investment horizon. This will help you to develop a customized investment plan that aligns with your individual needs and preferences.
Sara Grillo
OCTOBER 16, 2023
This regulation resulted from IUL’s being advertised as higher rates than they should be. Patrick explains that instead of these unethical practices, an index is used that takes the average performance of a product over a lengthy amount of time, say 20 or 50 years, and caps an index rate that the product can be advertised for.
The Big Picture
DECEMBER 28, 2022
And most people really ought to have a good investment plan, but they don’t. And if you’re a Vanguard and indexing, you’re in it permanently for the long, long, long run, cares about certain basic principles and they do, and they advertise what those principles are.
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