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...
Exchange-Traded Funds: Do They Belong in Your Portfolio?20150304153028

Exchange-Traded Funds: Do They Belong in Your Portfolio?

AJ NorrisMarch 4, 2015
Exchange-traded funds (ETFs) have become increasingly popular since they were introduced in the United States in the mid-1990s. Their tax efficiencies and relatively low investing costs have attracted investors who like the idea of combining the diversification of mutual funds wi...
The Benefits of Tax-Advantaged Savings Vehicles20150302154322

The Benefits of Tax-Advantaged Savings Vehicles

AJ NorrisMarch 2, 2015
Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio.  But keep in mind that investment decisions shouldn’t be driven solely by tax considerations; other factors to consider inc...
Saving for College20150223164535

Saving for College

AJ NorrisFebruary 23, 2015
There’s no denying the benefits of a college education: the ability to compete in today’s competitive job market, increased earning power, and expanded horizons. But these advantages come at a price–college is expensive. And yet, year after year, thousands of st...
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...
Should You Pay Off Your Mortgage or Invest?20150216192009

Should You Pay Off Your Mortgage or Invest?

AJ NorrisFebruary 16, 2015
Is it smarter to pay off your mortgage or invest your extra cash? Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial to-do list. But competing with the desire to own your h...
Inflation and Bonds: The Ups and Downs20150204221037

Inflation and Bonds: The Ups and Downs

AJ NorrisFebruary 4, 2015
The price/rate seesaw Inflation has an impact on most securities, but it can particularly affect the value of your bonds. Why? Because bond yields are closely tied to interest rates, and when interest rates and bond yields rise, bond prices fall....
What is Active and Continuous Management?20120422020337

What is Active and Continuous Management?

AJ NorrisApril 22, 2012
By definition, active and continuous management means the advisor is overseeing accounts with regular and ongoing supervision. It also means the accounts will hold investments at any given time that the advisor feels appropriate to the investment conditions and the needs of the c...
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