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Tag: Assets

Home›Posts Tagged "Assets"
  • Asset-Based-Advisory
    Financial Advisor Guide
    By WiserAdvisor Insights
    March 3, 2021
    2802
    0

    Understanding Asset-Based Advisory Fees

    Financial advisors can add incredible value to your financial plan. With expertise and considerable knowledge of the investment world, economy, and people’s financial needs, these professionals can be an asset for investors. However, just like all other things, financial advisors also come at a cost. In most cases, their varied services and continued assistance in ...
    Read More
  • Learn From COVID-19 to Improve Your Retirement Plan
    Retirement Planning
    By WiserAdvisor Insights
    June 15, 2020
    4563
    0

    4 Things You Can Learn from COVID-19 to Improve Your Retirement Plan

    COVID-19 has affected the global community. With more than 6.6 million cases around the world, the pandemic has caused many serious implications. The impact has not only been on the physical or mental health of people but has also affected their financial well-being. The crisis has become one of the most critical challenges faced by ...
    Read More
  • Ways to Circumvent Short-Termism
    Financial Planning
    By WiserAdvisor Insights
    June 5, 2020
    1248
    0

    Ways to Circumvent Short-Termism

    Short-termism is defined as an investor’s extreme concentration on profits made on the basis of short-term analysis at the cost of long-term benefits. This short-sightedness of investors forces them to make decisions based on the quarterly and annual performance of stocks and companies. Short-termism also arises due to the boost in the number of available ...
    Read More
  • How You Can Check Your Portfolio's Risk Level
    Investment Management
    By WiserAdvisor Insights
    May 4, 2020
    852
    0

    Here’s How You Can Check Your Portfolio’s Risk Level

    A general portfolio is a mix of equity, bonds, and cash, each with its own risk and reward trajectory. Equity or stocks are riskier and highly rewarding, while on the contrary, bonds are subject to a lesser threat but can also have lower returns. In a typical scenario, people like to believe that the higher ...
    Read More
  • unclaimed assets
    Financial Planning
    By WiserAdvisor Insights
    April 3, 2020
    954
    0

    How to Ensure That Your Assets Don’t Go Unclaimed?

    Assets are priced possessions regardless of whether they are inherited or self-earned. Over the course of accumulating multiple assets like real estate, fixed return investments, retirement accounts, insurance plans, etc., you may lose track of things in routine chores. Some people also spend their entire lives building up an empire for their family without letting ...
    Read More
  • Helping-Ageing-Parents
    Financial Planning
    By WiserAdvisor Insights
    February 28, 2020
    1132
    0

    Helping Aging Parents with their Money

    Among several other responsibilities that you must fulfil for your parents, one of the most essential ones is to help them manage their money. Not because they are not wise enough to make their own decisions, but because they might need help adjusting to the changing financial planning scenario. Unlike the former years when your ...
    Read More
  • Retirement-Assets
    Retirement Planning
    By WiserAdvisor Insights
    September 10, 2019
    1070
    0

    Actionable Strategies to Make Your Retirement Assets Last Longer

    The importance of retirement planning cannot be stressed upon enough. Considering the increase in the number of centenarians in America, a person who retires at the age of 60, may have another 30-40 years of living without an income. Moreover, women generally live longer than men, adding some more years to their retirement.  You must ...
    Read More

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The blog articles on this website are provided for general educational and informational purposes only, and no content included is intended to be used as financial or legal advice.
A professional financial advisor should be consulted prior to making any investment decisions. Each person's financial situation is unique, and your advisor would be able to provide you with the financial information and advice related to your financial situation.

WiserAdvisor is America’s oldest and largest independent network of screened financial advisors. We make it easy and convenient for consumers to find and connect with advisors in their area. We have successfully helped over 100,000+ individuals find their best financial advisor since 1998 with no match fees, no commitments, no obligation, and complete confidentiality. WiserAdvisor has been featured in The Washington Post, The Washington Journal, ABC, CBS, Yahoo and has been seen in numerous other leading financial news and information websites.

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