Key Takeaways Sometimes there’s a disconnect between the financial profile answers provided by investors and how they react in real life On questionnaires and in advisor meetings, be honest with yourself in terms of objectives and risk tolerance  Keep your advisor apprised of changes to your financial situation  When building a portfolio, “know thyself” is […]

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Key Takeaways Visualization tools provide an efficient way to understand your portfolio Graphics and images of assets can improve the decision-making process in potentially reaching financial goals Expect visualization tools on the market today to play an increasing role in wealth management Visualization can play an important role in accomplishing goals. Many athletes swear by […]

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Key Takeaways Learn how to do your homework when choosing a financial advisor Understand the differences between some of the professional designations and certifications held by financial advisors  When you consider the service providers you trust most and who might impact your life, your financial advisor might rank up there with your doctor or lawyer. After […]

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Key Takeaways Look for clear communication in a good financial advisor Ensure your financial advisor is working toward your specific goals Be aware of advisors who may be increasing their commissions through churning Choosing the right financial advisor could be a critical step towards making sure your finances are headed in the right direction, whether […]

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Key Takeaways Benchmarks can provide good comparison tools in measuring your portfolio performance  Choose a benchmark that’s similar to the holdings in your own accounts Keep your portfolio goals in mind as you measure performance against benchmarks Many investors turn to market benchmarks to help measure how their assets are doing. Benchmarks provide a standard […]

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Key Takeaways More businesses are adopting corporate social responsibility practices Some companies create an internal price for carbon, then leverage it to reduce their carbon footprint Reducing carbon emissions can improve financial results and could make socially responsible companies attractive to interested investors Going green is good for the environment, and companies are finding it’s […]

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Key Takeaways Market volatility can create a sense of uncertainty for investors Robo-advisors may help investors avoid making trades based on emotion Hybrid robo-advisors can offer the potential benefits of automated decision making with the control of manual investing Market volatility can alarm those who want to protect their assets from the sharp declines that […]

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Key Takeaways Consider a few questions to determine your investment advisor preference: traditional, or robo-advisor Learn how so-called robo advisors work and their potential benefits Chances are, you’ve heard of the “robo-advisors” that are taking the investing world by storm. But what exactly are they? And are you and your portfolio ready for a digital […]

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Key Takeaways Consider a managed portfolio that fits your investment goals With managed portfolios, choose an investment strategy that matches your risk tolerance and unique situation  Factor in your financial goals and time horizon when choosing the portfolio that fits your needs Each investor has a unique situation. Everyone has different financial goals, risk tolerance […]

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Key Takeaways Younger generations want transparency, cutting-edge technology, and full accessibility Financial planning should cover all life stages, not just retirement As baby boomers pass on their wealth and Generations X and Y accumulate assets, the financial advice and tools available to younger investors are changing. According to Robert Siuty, a senior financial consultant for […]

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