Select Page

Sylvester Knox

Blog
Post-Retirement Stocks to Consider Buying

Post-Retirement Stocks to Consider Buying

Things are looking great now that you've just retired. You're breathing easier and sleeping in a bit longer. Among the many things that have changed might be the way you invest.   When they enter into their retirement years, most folks tend to be a bit more...

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.