Questions To Ask A Financial Advisor About Stocks


Financial planning knowledge to help you better serve your clients.
Enjoy the current installment of “weekend reading for financial planners ... with concentrated stock positions. We also have several practice management articles this week, including: How to change the ways you ask questions in a prospective.

Why Financial-Advisor Fees Can Be Higher Than You Think
For example, some financial advisors charge fixed amounts every time you buy or sell a stock, and those amounts ... All it takes is knowing the right questions and getting the right answers. So be sure to ask your advisor: How are you compensated for.

The Storm That Could Cause the Next Stock Market Crash Is Brewing
Still, questions ... today's market is ripe. "I don't think [today's] market is speculative, but there's a lot of optimism built into this market," Zandi said. The question to ask moving forward is whether the Fed will be able to pour money into financial.

To Maximize College Financial Aid, Timing Is Key
With that in mind, here’s a look at some financial steps parents of high-school sophomores can take before the end of 2017 and some they should defer until after Jan. 1. One caveat: Families should check with a financial adviser and accountant to.

Your Financial Adviser Charges What? Understand the Value of Advice
Additionally, you will also be paying an investment transaction fee when stocks, bonds or mutual ... maintenance of your personalized financial plan, meetings you have with your adviser and the regular access to ask questions and get personalized answers.

Tony Robbins: 7 questions you must ask to keep a financial adviser honest
By making sure to ask these seven questions of a financial adviser ... This will help you to understand whether or not the adviser believes that he or she can beat the market by picking individual stocks or actively managed funds. 6.

Be Wary of Financial Advice Heard on Radio, TV
For more from this author, see: 5 Questions You Need to Ask Before Investing.) Don't Worry About Things You Can't Control Worry is a powerful emotion. Saturday morning advisors ... your financial goals will mitigate unnecessary risk and use market returns.

Why must I pay big fees to a financial adviser to move my pension... I know what I'm doing: Steve Webb replies
Rather than just being a box-ticking exercise, a good adviser will survey the market for you and may be able to ... Nothing in his replies constitutes regulated financial advice. Published questions are sometimes edited for brevity or other reasons.

10 Questions to Ask a Financial Advisor
Your portfolio should include domestic and international stocks, and small-, mid- and large-cap ... Twitter: @andreacoombes. The article 10 Questions to Ask a Financial Advisor originally appeared on NerdWallet.