August / 2018 / Neba Financial Solutions

30Aug2018: Advisors: How to Effectively Manage Client Expectations

Managing client expectations is probably one of the most difficult – and often frustrating – aspects of the financial planning business.

28Aug2018: The Benefits of Multi-Asset Funds

When considering an investment, you have probably heard the expression “Don’t put all your eggs in one basket.” Yes, we’ve heard it over and over. If you want to make money and avoid big losses, you have to diversify.

28Aug2018: 5 Vital Questions Financial Advisors Should Ask New Clients

The financial advisor-client relationship is a delicate one. Dealing with a client’s financial future is a heavy responsibility for the advisor but how can you meet the needs of a client? A lot of that involves asking the right questions.

27Aug2018: Getting Started in Stocks

So you’ve decided to invest in the stock market. Congratulations! Historically, investing in stocks has handily outperformed investing in bonds, gold or cash over the long-term. In the short-term, one or several other assets may outperform stocks, but overall, stocks have historically been the winning path.

23Aug2018: Are You Getting Bad Financial Advice? Look Out For These 5 Red Flags

You’re vulnerable when trusting a financial advisor. First, dealing with money is sensitive in its own right. Second, financial markets are volatile and downturns happen, in spite of the best financial advisors. So how is the consumer able to figure out whether he or she is getting good financial advice?

21Aug2018: How to Become a Successful Financial Advisor

How, exactly, does a financial advisor get to the top? Investopedia canvassed some of the best investment business minds for some good advice, and here are their key formula to become a successful financial advisor.

21Aug2018: Active vs. Passive Investing: What Might Be Right For You?

There are two broad approaches to investing: active and passive. Both aim to make money but how do they differ?

20Aug2018: 7 Financial Planning Questions an Advisor Can Answer

When is the best time to hire a financial advisor? That is the most frequently asked questions we often received. The truth is, there is never a bad time to hire a financial advisor because a financial advisor can help you with any of your financial goals, at any stage of your life. However, there are specific questions and times in your life when they are uniquely positioned to help you with their expertise.

20 Aug, 2018
NEBA Financial Solutions
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Financial Advisors, Financial Planning, Investing, Wealth Building, Wealth Management,

16Aug2018: 5 Ways to Save More and Invest Better

Planning to save more and to make wiser investments is often something that is easier said than done. While experts tell us there are no magic tricks to help you save quickly, they do advise that good planning practices and effective management will definitely help.

16 Aug, 2018
NEBA Financial Solutions
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Financial Advisors, Financial Planning, Investing, Investment Tips, Money Management, Tips,

16Aug2018: 3 Things You Should Know About Asset Allocation

With thousands of stocks, bonds and mutual funds to choose from, picking the right investments can confuse even the most experienced investor. But if you don’t do it correctly, you can undermine your ability to build wealth and a nest egg for retirement.

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