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| View Poll Results: What would YOU have done? | |||
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80 | 82.47% |
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17 | 17.53% |
| Voters: 97. You may not vote on this poll | |||
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#11
05-22-2007, 07:57 AM
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Re: Do you use a financial planner?
We use a mix of DIY, third-party active management, and professinal financial planning.
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#12
05-23-2007, 03:44 PM
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Re: Do you use a financial planner?
[ QUOTE ]
Financial planners do not neccessarily try to beat the market. Many add value mainly by matching their client's risk tolerance to a portfolio, managing that portfolio, and also sometimes by providing access to DFA funds, which are superior to Vanguard's in many respects. So many people in the real world make terrible investing decisions YOU WOULDN'T BELIEVE how dumb they are. A financial advisor who knows anything, but esp the ins and outs can really help them out. [/ QUOTE ]
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#14
05-23-2007, 04:58 PM
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Re: Do you use a financial planner?
If your the type of person to invest 60k to salesman/BJ/Broker not understanding the risk/reward/effect on your portfolio you need a financial planner. If you understand even the basics of investing and are responsible you can easily get away with just an accountant and an attorney.
some easy questions what interest do you what on your net worth? What risk will you tolerate? If you answer >15% and none you need a financial planner not that they can help you achieve this it just you have no clue. with all other answers you should be able to come up with a very appropriate strategy on your own. attorney*>>>>>>account>>fi nancial planner *I do not like'em but they are sooo useful and they are responsible for their advice. make sure the have a paid insurance policy/bond in excess of your future net worth usually requires a big firm.
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