Sylvester Knox
Blog
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...
What Financial Advisors Want to Hear from Their Clients
Your first meeting with a financial advisor can certainly be nerve-wracking. After all, you're going to be talking about the numbers that will play a huge role in defining your financial future. These meetings must be worth both of your time, and for a consumer, that...
3 Aspects of REITs to Examine Before Investing
Real estate is one of the most profitable and consistent investments that you can make. For this reason, Real Estate Investment Trusts (REITs) are often considered among the best investments that a person can make - but there are some things that you should be wary of...
5 Finance Tips for College Students
College is often the first time young adults get the opportunity to handle their finances. This can be a great learning experience as long as it is done correctly.
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?
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
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
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.
Updating Your Personal Budget
Your budget isn’t something you can forget about after you create it. Some financial experts recommend reviewing your budget every six months to adjust to the changes in your life that will affect your financial situation.
Making the Right Changes to Your Investment Portfolio
Risk is an investment factor that changes within every moment of a live market of financial transactions. Natural disasters, market crashes, and the gossip of military action shift the prices of global investments all the time.