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101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio)

Nerd's Eye View

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.

Fee Only 246
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Market Update – February 2025

Tobias Financial

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. DISCLOSURES Tobias Financial Advisors is registered as an investment advisor with the SEC. In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs.

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Is it Wise to Put All Your Money With One Financial Advisor?

WiserAdvisor

This decision depends on whether you would benefit from hiring a single advisor or more. Some investors may require the services of multiple advisors as they have extensive investment portfolios comprising real estate, art, collectibles, global businesses, etc. The more advisors you hire, the more you will have to pay.

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Stocks to Watch in These Emerging Sectors for the Next 5 Years

Trade Brains

Also read… Will Petrol prices come down across India after OMCs hike in dealer commission? Dixon Technologies leads the market with its diverse product portfolio, manufacturing everything from LED TVs to mobile phones. Investors must therefore exercise due caution while investing or trading in stocks.

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Let a million RIAs bloom

Truemind Capital

I understood her situation and educated her about the process and what to expect from the investments in terms of risks and returns. With our guidance, she started investing soon, has now built a substantial investment portfolio, and is on track to meet her goals. Her case of “initial inertia” is not isolated.

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Empower (formerly Personal Capital) Review – Managing All Your Investments in One Place

Good Financial Cents

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

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Stocks with PE ratio of more than 1000

Trade Brains

The company has a diverse portfolio of beauty, personal care, and fashion products, including owned brand products manufactured by it. As of December 31, 2023, its product portfolio comprised 16 major brands across five main categories of IMFL, i.e., whisky, brandy, rum, vodka, and gin.

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