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Tag: #financial advisor

Home›Posts Tagged "#financial advisor" (Page 4)
  • Active-to-Passive-Investing
    Financial Planning
    By WiserAdvisor Insights
    March 16, 2020
    2835
    0

    Understanding the Reasons of the Shift from Active to Passive Investing

    A recent report released by the Investment Company Institute (ICI) stated that passive fund investments have crossed active fund investments and reached an $11 trillion benchmark in 2020. A significant shift in investment styles can be seen across the world. Investors are slowly moving major portions of their investments from active to passive funds and ...
    Read More
  • 1099-forms
    Financial Planning
    By WiserAdvisor Insights
    March 15, 2020
    1387
    0

    Things You Can Learn From 1099 Forms

    Many individuals have more than one source of income. The money may not necessarily come from employment but other avenues such as interest on deposits, dividends, capital gains, retirement plan distributions, freelance projects, and more. When accounting for taxes, all these sources of income need to be assessed too. Your tax liability will be determined ...
    Read More
  • liquid net worth
    Investment Management
    By WiserAdvisor Insights
    March 12, 2020
    2016
    0

    What is Liquid Net Worth and How Can You Calculate It?

    Maintaining finances involves dealing with various parameters and methods that help you gauge the true worth of a person. While it is difficult to tag things in black and white, there are a few parameters that give a fairly clear idea of how things currently are. One such parameter is the net worth of a ...
    Read More
  • Early Retirement planning
    Retirement Planning
    By WiserAdvisor Insights
    March 6, 2020
    1000
    0

    Should I Stop Contributing to Retirement Accounts if I Plan To Retire Early?

    Retirement is a transitional milestone that serves as a gateway to a different phase of life. The catalogue and itinerary are different but what remains the same is the need for green bills. However, retirement is not always synonymous with old age as many people these days are opting to retire early. If you are ...
    Read More
  • Estate-Planning
    Estate Planning
    By WiserAdvisor Insights
    March 5, 2020
    1184
    0

    Three Estate Planning Documents Everyone Needs

    Estate planning is a broad concept encompassing financial planning and related aspects. As important as it should be, most people tend to exclude it from their financial planning. There are also some people who underestimate the size and value of their estate and do not give their estate plan the attention it deserves. Estate planning ...
    Read More
  • financial life planning
    Financial Planning
    By WiserAdvisor Insights
    March 2, 2020
    1197
    0

    Importance of Focus for A Successful Financial Life

    Focus is elementary in all aspects of life. Whether it is education, relationships, work, or finances, being focused is necessary and irreplaceable for achieving the desired results. It is no secret that motivated and purposeful investors are more likely to attain financial freedom in life. However, people tend to sometimes deviate from the right financial ...
    Read More
  • Retirement-Income
    Retirement Planning
    By WiserAdvisor Insights
    February 27, 2020
    2908
    0

    Using Leverage to Create Retirement Income

    Retirement planning is being widely discussed these days with people being more and more aware of the FIRE movement. FIRE is a movement that refers to ‘Financial Independence, Retire Early’. The idea found its value in the lives of youngsters who wanted to enjoy a relaxed retirement as soon as they could, rather than spend ...
    Read More
  • Conversation with Your Financial Advisor
    Financial Advisor Guide
    By WiserAdvisor Insights
    February 26, 2020
    2412
    0

    The Need for Honest Conversation with Your Financial Advisor

    A financial advisor is a person who partners with you and goes the extra mile to keep you financially secure. With more and more people opting for aggressive investing these days, the need for financial advisors has also increased. According to a study, the demand for financial advisors has gone up by 12% in just ...
    Read More
  • Investment-Strategy
    Investment Management
    By WiserAdvisor Insights
    February 21, 2020
    1369
    0

    Different Asset Classes and How to Incorporate them in your Investment Strategy

    Investing is one of the most crucial financial decisions people make in their life. The world of investments is an extremely vast domain with numerous options to deal with. However, not many investors are familiar with all the asset classes that the investment market offers.  Improper knowledge and experience sometimes leads them to investing in ...
    Read More
  • Investing in Opportunity Zones
    Financial Planning
    By WiserAdvisor Insights
    February 13, 2020
    1358
    0

    Everything You Need to Know About Investing in Opportunity Zones

    The financial rulebook says that you should never depend on a single income, and that creating a second source by strategic investments is the answer to a secure life. But if investing was that easy, everyone would be a stock trader.  Market volatility, risk tolerance, allocation of units, and finding the right time period to ...
    Read More
1 2 3 4 5 6 … 9

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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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