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Financialadviser.com

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Financialadviser.com

FinancialAdviser.com is a site dedicated to helping consumers save money and get free financial info

12/01/2023

We love hearing your finance success stories.

So please, tell us:

What’s the best investment you’ve ever made?

11/30/2023

Here’s a good one for all the finance fanatics out there:

What do you call an alligator with an investment account?

An investigator 🤣

11/29/2023

For all of the experienced investors out there…

We want to ask you:

What’s one thing you wish you knew about investing before you joined the game?

11/28/2023

It’s no secret that risk-taking is a huge part of financial investment.

But the key is knowing what risks to take.

So here’s a quick tip to help you figure things out:

Determine your risk tolerance!

Your risk tolerance is the amount of money you can afford to lose on an investment.

For instance, if your rent is due and you don’t have the money to pay it, you have a very low-risk tolerance.

Your time horizon is usually the determining factor when it comes to risk tolerance.

Essentially, it is your investment timeline — or the length of time you need to hang onto an asset before you sell it. The shorter the time horizon is, the less risk tolerance there is.

You gotta spend money to make money — but you also gotta know where to spend it.

So if you need some assistance figuring that out, just send us a message or leave a comment down below :)

11/27/2023

Say goodbye to investment insecurities!

We are here to rid your mind of all its finance fears, and get you feeling confident about where your money’s going! Give us a call today to see how we can help you invest in your own future :)

11/24/2023

Margins, Shares, Bonds, Capital Gain, Annuities — does it ever end?

We get it — the list of terms gets bigger every day, and the market never really stops.

That’s why understanding financial fundamentals is more important than ever.

Thankfully, we can help you with that!

But first we want to know:

What is one investment term you don’t understand?

11/23/2023

The investment realm can be intimidating — especially when you’re just getting started.

Thankfully, we happen to be experts on the subject ;)

Unsure about where to put your funds? Interested in learning more tricks of the stock trade? Leave us a comment down below and we’ll happily shed some light on all the ways that we can assist you :)

11/22/2023

For all the finance fiends out there…

Let’s put your investment proficiency to the test!

[The main differences between mutual funds and stocks are ___]

11/21/2023

“An investment in knowledge pays the best interest.” - Benjamin Franklin

We couldn’t agree more!

So now we’d like to ask you:

What’s one aspect of investment you want to learn more about?

11/20/2023

We know that most people don’t spend their time daydreaming about investments…

But we know there’s at least a few of you out there that do ;)

We want to ask you: what does your dream investment portfolio look like?

11/17/2023

We all like to kick back with a good movie every now and then.

So now we want to ask you: what’s your favorite finance film?

We’ll go first: The Wolf of Wall Street

11/16/2023

For our stock savvy friends out there…

Let’s see how much you know ;)

[Buying and trading stocks are the same thing]

11/15/2023

Getting mixed up with your asset allocations, capital gains, and money market mutual funds?

Learning investment lingo can be like speaking a whole new language, so allow us to clear up a few key terms:

-Stocks: These are the most common investments out there. A stock represents a small share of a company — so if you purchase a stock, you own a small (or big) portion of that company.
-Mutual Funds: These are managed by professional portfolio managers who buy securities with funds pooled from multiple investors.
-Assets: Any type of investments that have the potential to gain a return. Stocks, bonds, and real estate are common examples.
-Asset Allocation: This is the practice of diversifying your investment portfolio with different kinds of assets to maximize rewards and minimize risks.
-Capital Gain: This is a return or profit on an investment. For instance, if you purchase a share of a stock for $300, and then sell it for $800, you will make a capital gain of $500.
-Money Market Fund: This is a kind of mutual fund that invests in cash, cash equivalent securities, high-quality, short-term debt instruments. Money market mutual funds are considered minimal risk when it comes to investments.

After learning these phrases, you’ll be ready to invest with confidence — and your investment manager will surely appreciate it!

11/14/2023

“We live by the Golden Rule: those who have the gold make the rules.” - Buzzie Bavasi

Kidding aside, there are several golden rules when it comes to investing.

Here’s our top three:

-Don’t put all your eggs in one basket.
-Always stick to your strategy.
-When in doubt, call in the experts.

Are there any rules you think we should add to this list?

Let us know in the comments down below!

11/13/2023

If you ask us, a solid strategy is the key to successful investment.

So now we want to know:

How do you plan your investments?

11/10/2023

I just started buying stock from the market…

I have beef, chicken, and vegetables.

One day I hope to be a bouillonaire 🤣

11/09/2023

We all need a little help from our friends sometimes…

11/08/2023

We love to blast music while we work — right now, our team has “Billionaire” stuck on repeat.

So now we want to ask you:

What’s your favorite song that mentions money?

Address

4695 Chabot Drive, Suite 200
Pleasanton, CA
94507

Opening Hours

Monday	7am - 7pm
Tuesday	7am - 7pm
Wednesday	7am - 7pm
Thursday	7am - 7pm
Friday	7am - 7pm
Saturday	7am - 7pm
Sunday	7am - 7pm

Telephone

+18777057261

Website

http://financialadviser.com/

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