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Investor Case Studies


Arrow Up We needed help in getting a trust and other investment strategies setup correctly. WiserAdvisor service was a tremendous relief in finding an advisor. I wanted someone we could TRUST, had a lot of experience and someone with patience.Arrow Down

Profile: Roy is in his early 70s, married, university professor and author in NY. He enjoys reading/ researching history, PLUS deep-sea fishing!.
Portfolio Size: $960K

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Important Tips to Follow When Diversifying Your Stock Market Investments

Diversification is an immensely important aspect of efficient portfolio management. By diversifying your investments, not only can you reduce the risk quotient on your portfolio but you can also...
7 Tips to Track your Spending for Creating a Realistic Financial Plan

Creating a financial plan is often associated with long drawn portfolios, investments, trading, and more. However, while investing in long-term and short-term options, growth of wealth is the...
Things you Should Know to Assess your Financial Advisor’s Work

In the current times, it is not difficult to find a financial advisor. But with the increased availability of such professionals, their competency becomes a matter of concern. You do not want to be...

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Retirement & Healthcare

Retirement Changes: Health Care, Social Security, and Medicare in 2014

How much do you know about the three largest learning curves that most retirees must face? In dealing with health care costs, Social Security, and Medicare, there are hurdles that can entangle even the savviest retirement-planner, especially when it comes to tracking rules and yearly changes...more

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Saving & Investing

How do you choose an optimal combination of investments to help you reach a goal that may be decades away?

When faced with all the decisions that need to be made to ensure you select the proper investments to meet your long-term financial goals, it's easy to become overwhelmed. The answer is to focus on the fundamentals. Make sure to get these basics right...more

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Outliving Nest egg

Personal Assets and Investable Assets: New Retirement Income Trends.

As financial experts sound the warning bells about the American retirement planning crisis, and how little the average worker has saved toward his or her golden years, all kinds of questions abound -- what exactly do retiring workers have squirreled away to provide for them when they quit working...more

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Business to Personal

5 Key Steps In Planning Your Business's Legacy

When you build a business, you're not simply fulfilling a vision while earning a living; you're also creating a legacy. Enter succession planning: the process of preparing to hand over your company to future leaders. Let's look at how you should start preparing for your company's future management...more

  • Fee Only Financial Advisor

    Fee Only financial advisors are no-commission advisors who only charge for the advice they give. They do not earn commission by selling any Financial Products. Fee Only advisors help to reduce the conflicts of interest inherent in how they get paid and what they recommend. Fee only planners primarily focus on providing comprehensive financial solutions. Their fees include charging on a percentage of assets under management, flat fee or hourly free basis.

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  • Fee Based Financial Advisor

    The Fee Based advisors are different from traditional advisor on method of compensation. A fee based financial advisor are those who receive fees paid by you, and commissions paid to them by a brokerage firm, mutual fund company, insurance company, or investment partnership. Unlike traditional financial advisors who receive a commission from mutual fund and insurance companies for placing their client's money into their respective products, fee-based advisors earn fees from advice and they make commissions on some of the products they sell. Thus advisors interests are considered to be more in line with those of their client's.

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  • * Financial Advisors in our network may be dually registered; advisors, in addition to being registered as an RIA, may also be registered representatives offering securities through broker dealers.

  • Understanding Your Advisor's Credentials

    Finding a financial professional can be a daunting task. There are literally thousands of people who work with portfolios and retirement accounts in the United States, and choosing the right one for you can seem impossible. How do you choose a needle from a seemingly endless stack of needles? Financial professionals understand this problem, and do everything that they can to differentiate themselves from their competitors. Financial advisors have different educational backgrounds, experiences, and work with different companies - all of which leave you with a host of variables with little solid ground to judge them by.

    This is why special designations were created. They level the playing field, allowing investors to see which advisors have gone that extra step to make themselves the most qualified professionals. Designations are often earned through required coursework and examinations that test an advisor's knowledge in various specialized areas. Some designations are designed specifically for advisors who work with retirees, while other designations show specialization in insurance or business. No two designations are exactly alike, and some are more reknowned than others.

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