Search results for "specializes"

Should You Hire a Financial Advisor Who Specializes in Dynamic Asset Allocation?

Posted By wealthtender on Finance

https://wealthtender.com - A dynamic asset allocation investment strategy employed by financial advisors attempts to reduce risks by adjusting portfolio holdings based on timely factors. When the stock market declines by 1%, 5%, or 20%, should you be concerned if your investment portfolio earmarked for your retirement...

Looking for a Financial Advisor Who Specializes in Charitable Gift Planning?

Posted By wealthtender on Finance

https://wealthtender.com - Are you interested in leaving a legacy through charitable donations and planned giving? A financial advisor who specializes in financial planning for people who are charitably inclined can help ensure the organizations and causes most important to you receive the maximum benefits of your philanth...