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Financial News

Financial News

Market and Trading Strategies

Economisms is an online investment intelligence and news service providing important background information, current market news and developments, the latest trends, expert opinions and more so you can invest your money smarter.

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Infographics: Secure Your Financial Future

It’s important to understand what you can expect in a financial planner. A good financial advisor should be well-educated, and able to demonstrate a significant amount of experience. Your needs should be at the heart of all your planner's recommendations.

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Your financial advisor should consider your situation carefully, then give you advice that best meets your goals. This approach may require your planner to explain that your goals are unrealistic, given current resources and financial commitments. Trust is central to a successful financial planning relationship.

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You rely on your planner's honesty, professionalism and abilities to achieve your goals. When you know your planner takes her financial planner duties and responsibilities seriously and places principles over personal gain, you can form a good working partnership.

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To get the best results from your financial planning relationship, you need to divulge relevant personal and financial information to your financial planner on a regular basis. They are required to keep this information in confidence, only sharing it to conduct business on your behalf, at your consent or when ordered to do so by the courts.

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