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Choosing a Financial Advisor

Saturday, 16 January 2010 15:46 by Andy There are many times in your life that a decision you make will have lasting and long term consequences on the rest of your life. Choosing a financial advisor can be one of those decisions that profoundly impacts on the rest of the future, either positively or negatively. [More]

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Categories:   Planning | Advisors
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Strategies During The Recovery

Friday, 9 October 2009 13:02 by Andy Should I invest? Should I not invest? Will the market rebound in my timeframe? Should I invest only in safe money market funds or can I add some risk to my portfolio? These are questions investors ask themselves during a recovery period, such as the one we are in. [More]


Why you should spend time naming a beneficiary!

Thursday, 13 August 2009 15:43 by Andy People devote several hours to planning their retirement. They seek expert advice and watch the performance of their investments regularly but when it comes to naming a beneficiary, it is often done as an afterthought. If you don’t take into consideration this very important step of correctly naming a beneficiary(s): your wishes may go unheeded, your family may suffer because of difficult decisions that might need to be made, taxes that could have been avoid may reduce the value of your estate or your estate could very likely end up in court. [More]


Choosing Advisors and Avoiding Conflict of Interest

Thursday, 29 January 2009 08:02 by Andy Advisors earn their money in a variety of ways but what is most important to you as an individual investor is making sure that compensation and advice are not somehow linked together. Conflict free advice is worth seeking out. [More]


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