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9 posts tagged with financial and advisor. (View popular tags)
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Reliable sources of corrective financial advice in South Carolina?

My in-laws in South Carolina, who don't have a stellar history with money, are facing some challenges that are really restricting their circumstances. They're not against cleaning up their act in terms of budgeting and being smarter about money, but don't really have a head for it. What's the best way to help from a distance? [more inside]
posted by Shepherd on Dec 5, 2013 - 6 answers

Who should I invest with--HSBC or Edward Jones?

I have a sum of money that I'd like to invest. I currently bank with HSBC, and a friend of a friend works for Edward Jones. I have talked to both HSBC and the Edward Jones guy, and the spiels I got were fairly similar--they suggested 80/20 stocks/bonds, generally mutual funds and that sort of thing. Both advisors intimated 10% average returns over 5-10 years, and both are looking at about a 2.5% initial fee and then a little over 1% yearly. Basically, what I'm looking here is to park my money and watch it grow. What I want is a totally hands-off approach. I don't want individual stocks or commodities, I don't want to do this myself, I don't want to be constantly asked what I want my money put into. I just want to put my money into a fairly diverse portfolio and have it get bigger without giving me the chance to mess around with it and screw it up. [more inside]
posted by Slinga on Feb 8, 2013 - 15 answers

Yelp! for financial planners?

As part of a gradual effort to bring order to our lives, my wife and I would like to talk to a fee-only financial planner, somewhere in San Diego. Where should we go? [more inside]
posted by willbaude on Oct 31, 2011 - 2 answers

Help me take ownership over my inheritance.

I am a noob when it comes to money matters, and need advice on how to take ownership of my inheritance. [more inside]
posted by Tooty McTootsalot on Sep 9, 2011 - 25 answers

Financial Advisor Overseas

I am looking to find some a financial advisor/service (complication: I'm in Japan) [more inside]
posted by aggienfo on Sep 17, 2009 - 0 answers

Corrupt financial advisor?

Is advising a client to write a bad check be considered unethical behavior for a financial advisor? What should our next steps be and who monitors financial advisors' professional actions? As usual, there's more inside... [more inside]
posted by northernlightgardener on Jan 20, 2009 - 8 answers

Going back to school... Help!

I want to go back to school. Where do I start? [more inside]
posted by thekiltedwonder on Jan 9, 2009 - 12 answers

I went to art school to avoid math... sigh.

Can you recommend a kickass financial advisor/planner in Southern California, por favor? [more inside]
posted by miss lynnster on May 8, 2008 - 2 answers

I'm here, my money's there

Can anyone recommend a financial advisor who specializes in clients who live overseas? [more inside]
posted by like_neon on Jul 12, 2007 - 2 answers

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