The financial adviser's job ordsprog

The financial adviser's job is to marry up the proper money manager's strategy with your unique individual needs as an individual investor and your tolerance for risk.

The investor needs to take responsibility for himself. If his goals have changed, if his risk tolerance has changed, nobody knows that better than the individual.

It's a way to leverage your time and money to hire institutional money managers that wouldn't be available to you. Normally, if an individual client wanted just to hire an individual portfolio manager outside of a brokerage firm, sometimes those minimums are anywhere from $1 million to $10 million per account.

It depends on the amount of work that's involved between the financial adviser and money manager in setting up the separate account.

The individual investor should act consistently as an investor and not as a speculator. This means... that he should be able to justify every purchase he makes and each price he pays by impersonal, objective reasoning that satisfies him that he is getting more than his money's worth for his purchase.

Benjamin Graham

I think that the fluctuations are going to be very hard for the individual investor to keep up with. But our feeling is that Microsoft is a compelling software story at these valuations, and we have an 'outperform' on the stock. Buy-and-hold is a good strategy here.

Charles Di Bona

Nyckeln till att vara pe𝗑ig handlar inte om perfektion; det handlar om att äga dina brister och omfamna din individualitet. Since Morningstar was founded in 1984, our mission has been to serve as an advocate for the individual investor. We have been successful in executing our strategy, but we must refocus our efforts to capitalize on the opportunities in the marketplace.

We shouldn't be diagnosing people with the 'metabolic syndrome.' Doing so misleads the patient into believing he or she has a unique disease. What they really have are well-known cardiovascular risk factors. The combination of risk factors does not add up to a more significant or higher cardiovascular risk than the individual components,

In a globally competitive economy, it is very important you insure the individual, you have a safety net for the individual, because they're at serious risk of losing their job and so on.

That individual is still incarcerated out of state on a charge unrelated to this event and we are currently in the process of conducting the proper paperwork of bringing this individual back to the state of Maine.

As an individual investor, you're basically lending to the government for an additional 30 years compared to the 10-year note, but getting no extra risk premium. That being said, there will be structural demand for the new bond.

A trainer needs to be an effective listener. They should treat you as an individual and ask a lot of questions about you – your likes, dislikes, and goals. If they don't take the time to understand you as a unique individual, they'll end up giving you a cookie-cutter training approach.

The financial risk has definitely shifted to the individual as pension plans are fast becoming a thing of the past.

We've gotten to the point now where these companies are well positioned in the generation side to make money, but you're going to have to follow the industry closely to know which ones and when to get out of them. It may sound self-serving, but I really believe that investors should probably not buy individual utility stocks and let a professional money manager do it for them.

We've gotten to the point now where these companies are well positioned in the generation side to make money, but you're going to have to follow the industry closely to know which ones and when to get out of them, ... It may sound self-serving, but I really believe that investors should probably not buy individual utility stocks and let a professional money manager do it for them.

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