From: www.morningstar.com
Some insights on life and work after taking time off.
I’m not old enough to retire, but I’m definitely old enough to appreciate a change of scenery every once in a while. Thus, I’m fortunate to work for a company that gives employees the opportunity to take a six-week (paid!) sabbatical once every four years. People at Morningstar typically use this time to travel,…
What is an important term to know in financial services? Fiduciary.
Watch one advisor talk about how independent Registered Investment Advisors are obligated to act in the best interest of their clients – continuously, comprehensively, completely.
Watch one independent financial advisor talk about being a fiduciary and how she serves clients.
Learn how advisors can enhance an investor’s life by helping improve their decision-making process, and how working with an advisor may increase an investor’s sense of confidence and security.
Research has found investors who purchase financial advice are more than one and one half times more likely to stick with their long-term investment plan than those who did not. Because of this commitment…
When you consider the benefits of working with a financial advisor, don’t simply begin and end with investment returns. Good financial advisors will do more than manage your portfolio—they’ll manage the journey you take to reach your goals by:
Just like you would consult a doctor with medical questions, your financial advisor will be there to answer any questions you have regarding…
From: www.investopedia.com
Investing attracts different kinds of investors for different reasons. The two major types of investors are the institutional investor and the retail investor.
An institutional investor is a company or organization with employees who invest on behalf of others (typically, other companies and organizations). The manner in which an institutional investor allocates capital that’s to be invested…
From: www.indeed.com
Institutional and retail investors have many similarities in their roles. Aside from those commonalities, there are numerous areas of distinction between them. If you’re interested in a career in finance, understanding the differences between institutional and retail investors can help you choose the right investing career for you. In this article, we define institutional and retail investors, examine the key differences between them…
From: www.fa-mag.com
Any client who hopes to maximize their retirement funds, you would be wise to explore Roth IRAs. Converting to a Roth IRA is an increasingly popular retirement strategy, but bear in mind it certainly isn’t a one-size-fits-all solution.
Clients can transfer their funds from a traditional IRA or 401(k) into a Roth IRA through a
From: www.justice.gov
The Department of Justice published guidance today on web accessibility and the Americans with Disabilities Act (ADA). It explains how state and local governments (entities covered by ADA Title II) and businesses open to the public (entities covered by ADA Title III) can make sure their websites are accessible to people with disabilities in line with the…
From: www.nytimes.com
A call from a debt collector may add to the challenges that bereaved people are already dealing with. But spouses “should not assume that they have to pay.”
The death of a spouse can be devastating, and in the aftermath, calls from collection agencies about medical bills and other debts could not come at a worse time.
But surviving spouses may…
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