Select Page

Sylvester Knox

Blog
The Best Smartphone Apps for Investing This Year

The Best Smartphone Apps for Investing This Year

Investing in modern ages looks very different from just ten years ago. Mobile apps have become the preferred method of monitoring investments for much of the population. Information is now readily available at the touch of a button, and trades are more accessible than ever to research, place, and follow.

How Often Should Your Adviser Update Your Portfolio?

How Often Should Your Adviser Update Your Portfolio?

Personal financial advisors are responsible for maintaining portfolios for a variety of investors. Part of their due diligence is to periodically review customer portfolios to ensure they are appropriate for specific and personal goals. Essentially, there are only a handful of conditions that result in updating a financial investment portfolio.

6 Types of Financial Advisors

6 Types of Financial Advisors

The term financial advisor is used broadly to identify a wide range of professionals in the finance industry. Even a customer service representative at a bank can be called a financial advisor because they offer advice and information based on the accounts you hold at that institution.

Questions to Ask Your Financial Advisor

Questions to Ask Your Financial Advisor

Relying on the skills of a financial professional to manage your finances can be a crucial intervention in helping you to reach your financial goals. Your first consideration when hiring a fiduciary should be “how it will influence your net worth.” The use of any fiduciary should be measured through the sole intent of making you wealthier.

Maximizing Your Retirement Savings

Maximizing Your Retirement Savings

The key to building up any retirement nest egg is to start as young as possible, even if that means making small contributions in the beginning. You’ll be surprised by how quickly the fund will grow, allowing you to create enough wealth to help you retire without having to continue working. Here are a few more tips to help you make the most out of your retirement savings.

Creating Your Investment Portfolio

Creating Your Investment Portfolio

Start with a good, close look at your current financial situation. Are you hurting for cash? Do you expect to start investing as a way of getting rich or to build a steady stream of income for retirement? The goals you set right now will guide the way that you invest and into what types of assets. You can create a portfolio in real estate, gold collectables, stocks, bonds, crypto or traditional currencies. You decide in the end.