eMoney Advisor

MARCH 21, 2023

Loss aversion refers to having an emotional reaction to a loss rather than making a rational conclusion. Portfolio Rebalancing Depending on what has been going on in the market, you may have clients whose portfolio asset allocations are no longer in balance. You can also look at cash management and debt reduction solutions.

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Harness Wealth

JUNE 1, 2023

These services typically include: Wealth Management: Advisors can offer customized investment portfolios aligned with your risk tolerance, time horizon, and financial objectives. Financial advisors can handle asset allocation and portfolio management, monitoring your investments for adherence to your agreed-upon investment strategy.

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WiserAdvisor

JUNE 22, 2023

For instance, if your goal is wealth accumulation, the financial advisor may recommend different strategies versus if your goal is wealth preservation. Therefore, one of the first things to ask a financial advisor should be if your investment portfolio reflects your needs. What should my investment portfolio look like?

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