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Monthly Archives: January 2010
Financial planner
Financial planners will inevitably meet with their client’s other advisors-attorneys, accountants, trust officers, investment bankers-in order to fully understand their client’s financial goals. The last thing a financial planner wants to do is map out a plan that conflicts with … Continue reading
Financial advice
Financial Advice Club is not responsible for the content of those sites. Financial Advice Club provides these links for your convenience only but does not necessarily endorse the material on these sites. Financial advice is usually so abstract that we … Continue reading
Investment advisors
Investments, for example, do not include the house and are categorized as liquid, marketable, nonmarketable, and retirement. Some helpful rules of thumb about household expenditures are provided; also, assumptions are described and analyzed. Investment advisors believe that a bill will … Continue reading
Financial planning process
Investments should not be considered as financial planning. You should be in-charge of your money and monitor it at every step. Investment advisers cannot sell securities products without a securities license. For that, you must use a licensed securities representative … Continue reading