To feel more confident in these, and other, financial choices, it's often recommended that you seek the advice of a financial advisor. A recent study by Fidelity Investments discovered that working with a financial advisor can add up to 4% higher investment returns. And a study by Vanguard estimated that the quantitative value of a financial advisor is about 3% on a net basis (4% minus 1% fee)
Do the pros and cons found in the 500-plus pages of legislative language add up to good news or bad news for your family's bottom line? …. Here's a look at key provisions of the new law that could affect everything from your family to your investments to your retirement planning…..
If you’re not an expert in money matters, hiring a financial adviser to manage your money life can be a tough decision. It’s almost impossible to know every financial arena well, because they can be so specialized. Estate planning is completely different from picking the right investments, for example. Managing a portfolio is different from crafting a monthly budget.
As a former president and long-time board member, Chris Cannon has a deep history with CFA Society Orlando. He has also served on the CFA Institute US Advocacy Advisory Council and the CFA Institute Annual Conference Committee. Most recently, he served as Advocacy Chair and displayed exceptional leadership, launching the first-ever Florida state-wide Ethics Challenge.
Choosing to work with a financial planner is one of the biggest decisions many will face. The hard part is knowing what to look for in an advisor and firm.
