Search results for 'Financial Planner'

Financial Tips: Choosing a Financial Advisor

…ial advisor if you are willing to provide the best service tailored to your needs. It is advisable to speak with financial advisors and compare different financing plans they offer. Here are some tips for choosing a financial advisor: The first and most important to confirm the adequacy of financial advisor. If certified as a legitimate financial planner or accountant or a bachelor’s or master’s degree in financial planning or busine…

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Determine Your Risk Tolerance

…if you have a high tolerance, you would let your money ride and see what happens. This is not based on what your financial goals are. This tolerance is based on how you feel about your money! Again, a good financial planner or stock broker should help you determine the level of risk that you are comfortable with, and help you choose your investments accordingly. Your risk tolerance should be based on what your financial goals are and how you feel…

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How to Know When to Sell Your Stocks

…of stock. But there are really only three good reasons to sell a stock. The first reason is having reached your financial goals. Once you’ve reached retirement, you may wish to sell your stocks and put your money in safer financial vehicles, such as a savings account. This is a common practice for those who have invested for the purpose of financing their retirement. The second reason to sell a stock is if th…

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Change and Leadership

…t change. My career consistently had a healthcare theme, although I found myself in the minority by being in the financial area within a predominately clinical world. During my career, as I trained and mentored others, I warned (to no one’s surprise) that healthcare is an ever-changing environment (as are most industries). Although my work was financial in nature, I’ve alwa…

Posted in Leadership0 Comments

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