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Articles Tagged with Your Financial Future

The relationship between a broker and their client should be one based on trust. Sometimes brokers develop close personal relationships with their clients. For some clients, such as the elderly or homebound, their broker may be the closest person to them. But some brokers have used this personal relationship as an opportunity to borrow money […]

Stocks, bonds, cash equivalents—your investment portfolio is composed of different asset categories. But a 25-year-old’s portfolio looks markedly different from that of a 65-year-old—or at least it should. As you age and move closer to retirement, your asset allocation should reflect your desire to preserve capital, which manifests itself as a decreased tolerance for risk. […]

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