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What Kind of Financial Advisor Do You Need?

WKBT January 12, 2021 9:16 AM Kat Tretina - Forbes Advisor Posted: Updated: January 14, 2021 8:59 AM Hiring a financial advisor is a great way to help you manage your money, set financial goals and plan for retirement. But if you’re just beginning your search for a financial adviser, you may need some help sorting through the variety of different professional titles used by different advisors. Let’s take a look at the most common types of advisor and what they can do for you. What Is an Investment Advisor? An investment advisor is a company or an individual who provides clients with investing advice and manages their investment portfolios. Whether you’re just starting out with a modest amount of money or you’ve already built up a six- or seven-figure portfolio balance, an investment advisor can help you choose the right securities and then manage them for you.

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What Is cost basis?

What Is cost basis? © ipopba/ iStock Stock dividends It’s common for people to avoid thinking about taxes until filing season is upon them. Unfortunately, this can lead to missed opportunities to reduce tax payments. Planning ahead and understanding tax rules is useful for investors to optimize their finances year-round. Related: Cost Basis Defined Cost basis, also referred to as tax basis, is the value of an asset that is used for tax purposes when calculating gains or losses after a sale. This is generally the price that the asset was purchased at, adjusted for any dividends, mergers, stock splits, and return of capital distributions.

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Price-to-earnings ratio explained

Price-to-earnings ratio explained © small smiles/ iStock Gain-loss balanced on a scale When a shopper goes looking for a new appliance, perhaps a coffee maker, they may ask themselves questions like: “Is this worth the price?” and “What type of lifetime value will I get out of the purchase?” These are great questions to ask about any purchase, stocks included. And inquiries into a stock’s price and value are cornerstones of stock market research. Investors may frame the questions like this: “Is this stock worth it for the price?” and “What type of value will I get out of this stock?”

Benjamin grahamThird party brandClearing corporationSofi wealthExchange traded funds etfsSofi lending corpCertified financial planner board of standards incThird party trademarksFund feesSofi securitiesGood price to earningsWarren buffetSocial financeAutomated investingInvestment advisorActive investing

What Is cost basis?

What Is cost basis? © ipopba/ iStock Stock dividends It’s common for people to avoid thinking about taxes until filing season is upon them. Unfortunately, this can lead to missed opportunities to reduce tax payments. Planning ahead and understanding tax rules is useful for investors to optimize their finances year-round. Related: Cost Basis Defined Cost basis, also referred to as tax basis, is the value of an asset that is used for tax purposes when calculating gains or losses after a sale. This is generally the price that the asset was purchased at, adjusted for any dividends, mergers, stock splits, and return of capital distributions.

United statesThird party brandClearing corporationSofi wealthSofi lending corpSofi securitiesFirst out methodSocial financeParty brand mentionsAutomated investingInvestment advisorActive investingSofi investInvestment advisor representativesRegistered representativesஒன்றுபட்டது மாநிலங்களில்

TruChoice Announces Strategic Alliance With Jackson - Press Release

Jackson to Offer Advisory Variable and Fixed Index Annuities Through TruChoice s Outsourced Insurance Division Platform MINNEAPOLIS - December 10, 2020 - (Newswire.com) TruChoice Financial Group, LLC (TruChoice), one of the largest distributors of insurance products in the financial services industry, and Jackson National Life Insurance Company® (Jackson) today announced a new strategic alliance to bring the carrier s popular advisory annuity products to fee-based financial professionals through TruChoice s Outsourced Insurance Division (OID). As an industry leader, TruChoice developed and enhanced its OID services throughout 2019 and 2020. The OID distribution model utilizes a product-agnostic, multi-carrier methodology to allow financial professionals to manage client assets and protection needs while working with FINRA-registered and insurance-licensed OID Specialists.

New yorkUnited statesAnn arborHong kongUnited kingdomCity ofScott rominePatrick richAngi reevesJim maiettaJackson national life insurance companyTruchoice financial groupPrudential assurance companyTruchoice outsourced insurance divisionPrudential financial incAlliance for lifetime income

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