« Advisor Insights

Financial Advisor Q&A

Showing 1-20
Sort By:
    Real Estate, Taxes
August 2018
    Debt, Pensions, Investing, Stocks, Taxes
September 2018
    Investing, IRAs, International / Global
Is this a sound investment, or one that should be avoided?
100% of people found these answers helpful
10 answers
Janet Grace Beers Attard
Steven Jon Kaplan
Andrew Rosen
Richard Johnson
Simon Brady
4 weeks ago
    College Tuition, Financial Planning, Bonds / Fixed Income, Starting Out, Women & Money
What is the best savings option for a child?
100% of people found these answers helpful
4 answers
Michael  Chamberlain
Kevin  Sullivan
Philip H. Weiss
Kristi Sullivan
June 2018
    Debt, Real Estate
How do I make the most of the profit from my house sale?
100% of people found these answers helpful
3 answers
Mark Painter
Brent Sutherland
Rose Swanger
August 2018
    Mutual Funds, Stocks
April 2018
    Real Estate, Taxes
How does capital gains tax work?
100% of people found these answers helpful
4 answers
Levi Sanchez
Richard Roush
Sreeni Meka
Liz Miller
October 2018
    Debt, Personal Finance
June 2018
    Social Security
1 week ago
    Financial Planning, Retirement, Bonds / Fixed Income, Choosing an Advisor
July 2018
    Marriage / Divorce, Financial Planning, Retirement, IRAs, Real Estate, Women & Money
4 weeks ago
    Investing, Mutual Funds
October 2016
    Choosing an Advisor
How do I verify the authenticity of a CFP's credentials?
100% of people found these answers helpful
11 answers
Chad Rixse
Dan Stewart
Eric Billimoria
Jamie Ebersole
Daren Blonski
August 2018
    Banking, Career / Compensation, College Tuition, Debt, Financial Planning, IRAs
4 days ago
    Social Security, Taxes
4 days ago
    Retirement, IRAs
March 2018
    Debt
May 2018
    Marriage / Divorce, Retirement, Investing, Asset Allocation
How do I evaluate my portfolio's performance compared to averages?
100% of people found these answers helpful
12 answers
Yale Bock
John Frye
Rose Swanger
Dejan Ilijevski
Michael Sedlak
June 2018
    Annuities, Stocks, Starting Out
What are the pros and cons of annuities versus stocks?
100% of people found these answers helpful
9 answers
Joshua Escalante Troesh
Dan Stewart
Wes Shannon
Joe Arns
Lawrence Sprung
July 2018
Showing 1-20