- Видео 21
- Просмотров 18 353
NorthStarPlanner
Добавлен 3 дек 2009
Northstar Financial Planners, Inc. offers an advisory relationship built on personal trust, creativity and integrity, serving as a fee-only registered investment advisor to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans.
Our investment advisor representatives offer financial planning and wealth management services, including portfolio management, retirement planning and portfolio tax planning.
We invite you inside to see what happens when you combine a disciplined academic approach to investing with the vision and creativity of the fine arts.
Our investment advisor representatives offer financial planning and wealth management services, including portfolio management, retirement planning and portfolio tax planning.
We invite you inside to see what happens when you combine a disciplined academic approach to investing with the vision and creativity of the fine arts.
Why an Investment Advisor Might be For You
www.NorthStarPlanners.com
Allen Giese of NorthStar Financial Planners explains another advantage of using a financial advisor.
A big advantage that a professional financial advisor brings to the table: discipline. Most people have a really hard time keeping their portfolio constantly balanced, even in good market times. It takes a tremendous amount of disciple to keep portfolios consistently balanced, and unless you have the time to look at your portfolio on a daily basis, a professional financial advisor might be the right choice for you.
NorthStar Financial Planners, Inc, fee-only financial planning firm in Plantation Florida: The Fine Art of Wealth Management.
Allen Giese of NorthStar Financial Planners explains another advantage of using a financial advisor.
A big advantage that a professional financial advisor brings to the table: discipline. Most people have a really hard time keeping their portfolio constantly balanced, even in good market times. It takes a tremendous amount of disciple to keep portfolios consistently balanced, and unless you have the time to look at your portfolio on a daily basis, a professional financial advisor might be the right choice for you.
NorthStar Financial Planners, Inc, fee-only financial planning firm in Plantation Florida: The Fine Art of Wealth Management.
Просмотров: 201
Видео
Dont Fall Prey to the latest financial scam!
Просмотров 1,2 тыс.15 лет назад
www.NorthStarPlanners.com Allen Giese points out some advantages a professional investment advisor may offer you. Professional Investment Advisors who are knowledgable in the field WONT FALL PREY to the latest fad (or Ponzi scheme, etc.). When things dont seem right, the trained professional knows when to stay away. Dont get taken advantage of! NorthStar Financial Planners, Inc, fee-only financ...
Advantages of Using an Investment Advisor
Просмотров 21415 лет назад
www.NorthStarPlanners.com Allen Giese of NorthStar Financial Planners explains the advantages of using a financial advisor.Throughout the year, your financial advisor/ investor does not get sidetracked- its their job not to! While do-it-yourself investors sometimes get busy with everyday life, professional financial advisors should always have an eye on your portfolio and making sure its correc...
Why Work with a Financial Advisor?
Просмотров 26615 лет назад
www.NorthStarPlanners.com So youre trying to decide whether or not its worth it to work with an investment advisor. Allen Giese from NorthStar Financial Planners talks about some advantages of working with an advisor, including portfolio efficiency. A good investment advisor would be able to put together a portfolio that is much more efficient than a typical investor could put together on their...
Tips to Safeguard Your Assets
Просмотров 26615 лет назад
www.NorthStarPlanners.com What are the best strategies when safeguarding your assets? Allen Giese, President of NorthStar Financial Planners, explains some techniques in keeping your investment portfolio safe. One of the easiest things to do for married couples is to title your account Tenancy by the Entireties Secondly, any money that is inside an annuity is protected it is virtually credit pr...
How long has YOUR Financial Advisor been in the business?
Просмотров 11715 лет назад
www.northstarplanners.com Allen Giese, President of NorthStar Planners, shows us important questions to ask before hiring a financial advisor. Another important question to ask is, How long have you been in the business? Just because someone is new at being a financial advisor doesnt necessarily mean they arent good at it but YOU havee a right to know, either way! Dont get taken advantage of! N...
How is YOUR Financial Advisor Getting Paid?
Просмотров 22215 лет назад
www.northstarplanners.com Allen Giese, President of NorthStar Planners, shows us important questions to ask before hiring a financial advisor. Another important question to ask is How are you getting paid? Look for advisors who are only getting paid through fees NOT comissions. As soon as you know comissions are involved, then you know that the advisor is biased, and potentially able to put his...
What to ask BEFORE you hire a Financial Advisor
Просмотров 79615 лет назад
www.northstarplanners.com Allen Giese, President of NorthStar Financial Planners shows us a few questions to ask BEFORE you hire that Financial Advisor Before you hire a financial advisor, you should NOT HOLD BACK- ask anything you want to know its your right to ask questions that may be hard! Ask what the advisor did in 2008 and 2009. What were their tactics? Did they try to avoid market losse...
How to pick out a GOOD Mutual Fund!
Просмотров 8 тыс.15 лет назад
www.northstarplanners.com Allen Giese of NorthStar Financial Planners explains the basics of choosing the mutual fund that is right for you. Of the tens of thousands of mutual funds that are out there, many people should know these tips when analyzing whats best for them: 1.Disregard the funds Past Performance statistics youll be better off. 2.Scan for cost- additional costs weigh heavily on a ...
How Often Should You Rebalance Your Financial Portfolio?
Просмотров 1,1 тыс.15 лет назад
www.northstarplanners.com Allen Giese, President of Northstar Financial Planners, explains the two differing ideologies on how often you should rebalance your portfolio. One ideology says you should schedule to rebalance your portfolio every quarter or 6 months, not worrying about any changes that may happen during that interem period. The second ideology states that you should keep a constant ...
Why You Should Rebalance Your Financial Portfolio
Просмотров 42315 лет назад
www.northstarplanners.com What is rebalancing and why is it so important? Allen Giese, CLU ChFC of NorthStar Financial Planners explains the importance of keeping your portfolio balanced, and the need to rebalance it often. Rebalancing is necessary to capture the Capitol Market Rate of Return effectively. Rebalancing makes sure that your portfolio stays properly allocated during ever-changing f...
Do you know what to do with your 401k after changing or leaving jobs?
Просмотров 2 тыс.15 лет назад
www.northstarplanners.com So what do you do with your 401k plan when you leave or change jobs? You have a few options: 1) You could leave the money in your old plan. 2) You could cash out your old plan. Or 3) You could roll the money over to a qualified retirement plan (or IRA). Out of all of the options, Giese recommends the 3rd option, the direct rollover into an IRA, the most. This ensures y...
How much can you withdraw from your portfolio durring retirement?
Просмотров 25815 лет назад
www.northstarplanners.com One of the most common questions heard at NorthStar is "How much can I safely withdraw from my retirement accoount each year without incurring an undue risk of depleating my assets? There are 3 things to keep in mind when answering this question: 1) A retirement account that has a poor level of diversification runs a higher risk of depleating itself if the market it is...
Are You Being Careful when Assessing Your Portfolio?
Просмотров 7215 лет назад
www.northstarplanners.com You need to be careful when comparing your portfolio to the indexes or benchmarks that your advisor is showing you... Your advisor may be using an index that isnt a good comparrison for your portfolio, i.e., your portfolio may not be representative of the specific index being used, and thus, the numbers may be off. Dont get taken advantage of! NorthStar Financial Plann...
How do you know if you achieved the Market Return in YOUR Portfolio?
Просмотров 6715 лет назад
www.northstarplanners.com How do you know what the market return should be for your portfolio? Build a portfolio similar to your own using market indexes. Use indexes similar to your own stocks, and track that portfolio seperately against your OWN portfolio to see if the two are matching! Dont get Taken advantage of! NorthStar Financial Planners, Inc, fee-only financial planning firm in Plantat...
Is Your Broker Doing a Good Job? Allen Giese on comparative returns
Просмотров 7915 лет назад
Is Your Broker Doing a Good Job? Allen Giese on comparative returns
Is YOUR Portfolio Diversified? Allen Giese, CLU ChFC, NorthStar Financial Planners
Просмотров 9015 лет назад
Is YOUR Portfolio Diversified? Allen Giese, CLU ChFC, NorthStar Financial Planners
Is Your Financial Advisor Putting YOU first? Allen Giese, CLU ChFC, NorthStar Financial Planners.
Просмотров 14915 лет назад
Is Your Financial Advisor Putting YOU first? Allen Giese, CLU ChFC, NorthStar Financial Planners.
4 Things Your Financial Advisor does NOT want you to know!
Просмотров 85315 лет назад
4 Things Your Financial Advisor does NOT want you to know!
2 Types of Financial Advisors, Which is Best for You and WON'T Overcharge?
Просмотров 1,8 тыс.15 лет назад
2 Types of Financial Advisors, Which is Best for You and WON'T Overcharge?
Allen Giese, CLU, ChFC, NorthStar Financial Planners, Plantation Florida
Просмотров 37615 лет назад
Allen Giese, CLU, ChFC, NorthStar Financial Planners, Plantation Florida
It works only at little extent. Many people considered following steps- Don't believe everyone Take little bit precautionary measures where you are stand in Believe in yourself Use different accounts for different purposes Frequently change your codes
cool, very interesting model! Broad! musicians = financial advisers, financially challenged violinist, anjie skaya, looking for a helpful financial advice from fellow musicians ...also have heard many good things on your fiddle playing.. would be nice to hear you play
thats perfect. penny stocks must be traded with good advices from veterans. dont think its funny, my father making lots from penny stocks with the help of these professionals. i found it here >-> bit.ly/14Ggo91?=zjogcr
SupportAZ, you have no clue what you're talking about.
Bottom line is NO adviser should ever BROKER the deal! You walk in and get pure advice only. But then that raises a brand new issue. It has been shown time and time again that UNmanaged index funds outperform the average MANAGED fund! So why work with ANY adviser? Just buy ETF's.