Focusing only on the tax benefits of an investments can lead to unintended consequences such as too much or too little exposure to asset classes in the portfolio. It is important to be mindful of the goals which in turn should drive the asset allocation and the products included in the portfolio.
Choosing a financial advisor is not an easy decision to make. While there are good advisors out there, it’s not uncommon to hear about fraudulent advisory firms cheating people out ... Read more
Choosing a financial advisor is not an easy decision to make. While there are good advisors out there, it’s not uncommon to hear about fraudulent advisory firms cheating people out of their money. If you don't know what you are doing, you can end up entrusting your money to a dishonest or incompetent advisor, who can do more harm than good. Before you make your choice, here are five questions to ask yourself, to help you select the right advisor Read more
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