Tag: Finra
-
What Are Financial Advisor Disclosures And Why Do They Matter?
Your financial advisor is like a guardian of your hard-earned money. You may rely on their suggestions and make decisions based on their suggestions that could potentially lose you a lot of money if they do not work in your favor. Hence, it is important to ensure that the advisor you are working with has ... -
Portfolio Managers vs. Investment Advisors: How Do the Two Differ?
Hiring a professional for your money-related matters is crucial. When you start your search to find a financial professional, you will come across several titles, such as investment advisors, portfolio managers, financial planners, wealth managers, asset managers, etc. Each professional has expertise in their field. Broadly, these professionals are categorized into two groups – portfolio ... -
2021 Tax Brackets — How They Actually Work
Taxes are a significant part of your financial plan. They can reduce your overall earnings and eat into your investment returns. Taxes are also a wide subject that engulfs your income, estate, inheritance, short term and long term capital gains, filing status, and a lot more. This is why it is crucial to understand what ...