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Do You Really Need a Financial Advisor if You’re Not Rich? The Pros and Cons Explained
Does the average person really need a financial advisor? The common perception is that financial advisors are for wealth ...
My partner and I paid off our mortgage early even though our financial advisor told us not to. Sometimes, I regret it.
Krisann Valdez paid off her $150,000 mortgage six years ago. She says the peace of mind is great, but she regrets not putting ...
I'm a Financial Advisor—Here's 3 Tips to Get Organized for Tax Season
How Hilary Hendershott, President and Chief Advisor of Hendershott Wealth Management, is talking her clients—and you—about ...
4 Ways Financial Advisors Can Demonstrate Emotional Intelligence to Clients
Planners who can read nonverbal emotional cues are better able to recognize when a client is anxious and respond with empathy ...
It’s Trump 2.0. What Financial Advisors Are Telling Clients to Do Now.
The president’s actions are generating plenty of headlines. Here’s what financial advisors and their clients think.
I’m retiring this year, my husband is disabled and ‘my situation is a bit complex.’ Oh, and I don’t like my financial planner. Now what?
MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn ...
Financial Advice on Social Media Is Growing. And Risky.
Everyday investors are turning to financial influencers, or ‘fin-fluencers,’ to learn how to manage their finances, but ...
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Don’t Meet With Your Financial Advisor on This Day of the Week
Your financial advisor should help set you up for success, but they're also human. This means scheduling meetings on certain ...
Expanding Your Family? I'm a Financial Advisor—Here's How I Help My Clients Manage the Stress
How Jared Tanimoto, Founder and Financial Advisor of Sedai Wealth, is talking to his clients about the financial side of expanding their immediate family.
How to Find a High-Net-Worth Financial Advisor
Looking for a trustworthy advisor who's worked with high-net-worth clients? Here are some practical steps to take.
'Divorce, Divorce, Divorce': Suze Orman's Advice That Turned One Couple's Finances Around
Suze Orman has never been one to mince words when it comes to financial advice, and one particular encounter on her former TV ...
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The Savings Game: Does your financial adviser have a conflict of interest?
Zweig cited as a source Mark Ambruster, chief executive of Armbruster Capital Management, a financial adviser in New York state. His firm manages approximately $900 million in assets, mainly for ...