And What About Insurance? More often than not, insurance is discussed as a distinct entity from one’s financial plan. And yet, to be most effective, it must be seen in context of one’s life. It should not be seen either as a standalone or simply, a product. Although it is, unfortunately, often sold that way. ...
When I started my career at Smith Barney in the US, “back in the day,” people with surplus funds engaged a stockbroker to buy and sell securities on their behalf. This relationship was primarily transactional (with a few liquid lunches thrown in for good measure). Stockbrokers were paid by commission, and each buy or sell ...
Risk means different things to different people, particularly when used in the context of financial planning. Often advisors are too quick to label investors, particularly women and young professionals, as conservative, when in fact a more moderate or aggressive profile would better suit their objectives. Risk means different things to different people, particularly when used ...
