While hiring an asset management firm can be a major undertaking there are a few points to narrow in on to find the right firm for you. Get to know the advisor and his or her experience. Make sure the interest is reciprocated. Is the advisor client-focused, responsive, and does he or she really listen? Then find out about the firm’s investment philosophy and how often your portfolio will be reviewed.
From certified financial planners to analysts, strategists, and advisors, Stableford staff utilizes their diverse backgrounds to create a unique culture. The integrated advisor approach takes the middleman out of communication, buys, and sells. This, on top of the various perspectives and institutional experience of each member of Stableford leadership, leads to a well-rounded and gratifying investment experience for clients.
Not all investment strategies are created equal, or yield the desired high returns with low risk. While an index fund investing strategy may be appealing in its ease of use and promised diversification, there are often hidden downsides.Index funds alone may not be the most efficient way to grow your wealth. Here we evaluate the different benefits of investing in index funds versus single stocks, as well as the often unforeseen pitfalls of mutual funds.
When it comes to how to find a financial advisor (or financial advisory firm) that’s right for you, it’s important to ask the right questions and do your homework. This article includes three key questions you can ask that can help find a financial advisor for you, while introducing you to the dirty secrets from Wall Street insider Ed Butowsky that will help you protect your portfolio.
While it’s clear that technology advancements have many benefits, there are also downsides and times when human interaction should take precedence. Building a solid human-machine relationship is critical to reaping the best benefits of business artificial intelligence while keeping a personal touch. We’ll cover three things that make AI an easier prospect.
Creating a legacy means planning for all aspects of the future, and a living will is the best way to take the guesswork out of your medical care. Stableford receives numerous questions on the living will topic each year. We’ve asked Nikki Polistina, Director of Client Relations and CERTIFIED FINANCIAL PLANNER™ to respond to a few of the most frequently asked questions in this article.
You have spent your lifetime building your estate, investing funds, allocating assets and planning for the future. Do you know the most important aspects of estate planning? While every financial situation is different, this article covers ways to protect your beneficiaries and your investments. Ultimately, the consensus is clear: keeping a current estate plan is a must and prepares your loved ones for the unexpected.
If you’ve ever thought about saving for retirement, purchasing a business, funding a college education or when (and how) to file for social security, it might be time to find a financial advisor. It can be tough to find a financial advisor who understands your unique situation AND helps you work toward your goals. Learn how to sort through the top asset managers to find one right for you.