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Investment advice is considered to be the verbal act of giving personal advice to either a potential customer or existing customer on one or more investments relating to financial instruments such as bonds, stocks, mutual funds and property. Such advice can be given either orally or through a written document. The best practice is…
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When you think of investment help, what do you think? Do you think of professionals telling you how to invest your money? Or do you think of a bunch of numbers that tell you how much you should be investing? Both of these thoughts are incorrect. There is simply no right or wrong way…
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Financial advice covers a wide range of issues and involves a variety of transactions. An advisor can provide the guidance you need on how to plan your retirement, save for your kids education or provide for your family’s future if you are no longer around to do so yourself. Financial advice also covers the…