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Key Trends and Concerns for Investors in 2023

WiserAdvisor

They offer automation to manage your finances and the option of receiving personalized support and advice from a human financial professional. They can be particularly useful for novice investors who may not have a lot of experience in the financial markets but want to start investing their money in a smart and disciplined way.

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How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

WiserAdvisor

If your financial advisor is not keeping a close eye on your taxes, they might be missing out on various opportunities that could impact your financial well-being. An effective financial advisor should be proactive in reviewing your tax plan before the year-end.