Oct 20

The advantage of being young is that you have alot of time to save and accumulate enough money for retirement.

In a Boston Globe Money Make Over column, Financial Planner Philip Lee of Back Bay Financial Group gave the following financial advice to two 30 something young people, unmarried without kids.

First of all pay off the students loans.

Tackle the emergency fund, make sure that you have enough tucked away to cover six months of living expenses.

Don’t ignore retirement savings, since delaying even a few years can dramatically increase the amount that you need to save each month.

written by Constantine Njeru \\ tags: , , , , , , , , , , , , ,

Sep 30

If you are looking for a financial advisor or financial planner based in Boston then I suggest you look at the list of top financial advisor listed on barron online or the list of top financial advisor at Boston Magazine.

Top Financial Advisors By Barron Online

Barron has a ranking of top 100 financial advisors in the state of Massachusetts. The following five financial advisors and planners from Boston made it into the list.

Raj Sharma of Merrill Lynch Boston was ranked No. 1

Victor Livingstone of Morgan Stanley Smith Barney Boston was ranked no. 2

William Sullivan of UBS Financial Services Boston was ranked no. 6

James Odorczuk of J.P. Morgan Securities Boston was ranked no. 7

Ross Dolgoff of J.P. Morgan Securities Boston was ranked no. 8

20 Best financial advisors

On Boston magazine list of 20 Best Financial advisors around Boston the following made it into top five:-

Raj Sharma of Merrill Lynch Boston was ranked No. 1

Marc A. White Jr. of JPMorgan Private Bank, Boston was ranked no. 2

John D. Spooner of Citigroup Smith Barney, Boston was ranked no. 3

William J. Sullivan of UBS Financial Services, Boston was ranked no. 4

Andrew H. Zimmerman of Merrill Lynch, Boston was ranked no. 5

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , ,

Sep 21

The key to selecting a good financial advisor or financial planner around Las Vegas area is to go by the reviews and recommendation of others. People who have used the services of a certain financial advisor are likely to give you an honest opinion.

There are several places online where Las Vegas financial advisors / Las Vegas financial planners are reviewed.

Barron Ranking of Las Vegas Financial Advisors.

Barron has an annual ranking of top financial advisors. The following las vegas financial advisors were ranked in top 5 among top Nevada Financial advisors.

1 Randy Garcia of The Investment Counsel Company

2 Brian Buckley of Morgan Stanley Smith Barney

3 Deborah Danielson Danielson Financial

Another place to find Las Vegas Financial Advisors / Las Vegas Financial planners is at Yelp. The good thing about Yelp is that the site is reviewed by users like you.Some of financial advisor from Las Vegas at Yelp Financial Services are:

Leornard Bensons Company

Hiey Insurance Agency.

Another online resource for Las Vegas financial advisors is the Yellow pages. Although these are purely Ads, the one advantage is that they have a large resource of listed Las Vegas financial advisors and Financial planners. See Yellow Pages

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , ,

Jun 24

In this Wall Street Journal article Christopher Jones, a New York financial planner has some clever ideas on how to allocate money during this period of low interest rate.

Mr. Jones is advising clients who can afford to pay cash for a home to take out a mortgage instead and invest the funds in a diversified portfolio. “If you look at where the market is now and where it could be five to 10 years from now, the return potential is significant,” he says. Ideally, investors would want to borrow at rates below 5% and invest the money in a well-diversified portfolio aiming to return 8% a year over 10 to 15 years.

Read the whole article at Wall Street Journal

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , ,

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