What is the Difference between a Broker and an Investment Advisor?20180422015030

What is the Difference between a Broker and an Investment Advisor?

AJ NorrisApril 22, 2018
A Broker acts as an intermediary between an investor and a securities dealer and is compensated through commissions. By law, a broker is prohibited from giving investment advice not incidental to a product they are selling. Recent court rulings have reconfirmed the necessity for ...
Norris Financial Group 401k Advantages20180422012847

Norris Financial Group 401k Advantages

AJ NorrisApril 22, 2018
Norris Financial Group® offers Advantages of plan sponsors and participants that can’t be found anywhere else.INDEPENDENCENorris Financial Group® is an independent Registered Investment Advisory firm in the state of South Carolina. As an independent advisor, NFG provides advantag...
Retirement Plan Is Key to Confidence, Survey Finds20150616153421

Retirement Plan Is Key to Confidence, Survey Finds

AJ NorrisJune 16, 2015
Retirement confidence is highest among workers who say they or their spouse have a retirement plan, such as a work-sponsored plan or an individual retirement account (IRA), reports the Employee Benefit Research Institute (EBRI). In its 2015 Retirement Confidence Survey, EBRI foun...
Optimizing Your Social Security Retirement Benefits20150506145328

Optimizing Your Social Security Retirement Benefits

AJ NorrisMay 6, 2015
What does it mean? Getting a good return on your investment Optimizing your Social Security retirement benefits means getting the best return possible on each dollar you’ve contributed to the system. Every pay period, you pay 6.2 percent of your salary in taxes that finance...
Changing Jobs? Take Your 401(k) and Roll It20150219152202

Changing Jobs? Take Your 401(k) and Roll It

AJ NorrisFebruary 19, 2015
If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options....
Setting and Targeting Investment Goals20150218120559

Setting and Targeting Investment Goals

AJ NorrisFebruary 18, 2015
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire.  It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut goals is lik...
Key Numbers for 2015: Tax Figures at a Glance20150211145244

Key Numbers for 2015: Tax Figures at a Glance

AJ NorrisFebruary 11, 2015
Taxes are never exciting unless you are getting a refund, even then, they are still a pain in the you know what. There are too many ever-changing numbers to remember, and in general, the tax code is way too complicated.  As an investment advisor I recommend taking a look at the n...
Selecting an Advisor20120524144418

Selecting an Advisor

AJ NorrisMay 24, 2012
SELECTING AN ADVISOR When selecting an advisor, there are some all important questions that need to be answered to ensure that you’re getting the most out of your hard work. – What are my advisor’s motives? – Am I investing in my future, or my advisor’s? &...
Advisor Selection20120422021930

Advisor Selection

AJ NorrisApril 22, 2012
During the bull market run of the 1990’s, any broker could’ve made you money, buy and hold anything and you’d most likely be satisfied with the result. However, as we all know, good things must come to an end. Now, in more volatile and uncertain markets, who is watching over your...