Personal Investment & Financial Planning Q`s/Expert Profile

John D Smith, CFP

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returns 02/27/2017

I can answer detailed questions regarding mutual fund investing, retirement planning, education planning and related comprehensive wealth management and investment concerns.

Experience in the area

I have been providing fee only investment management and comprehensive wealth management services for the past 19 years.


I have a degree in Financial Planning & Counseling and I am also a Certified Financial Planner practitioner.

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    K = Knowledgeability    C = Clarity of Response    P = Politeness
Kenneth02/08/17101010Thanks for the reply and information!
Pablo01/28/17101010Thank you very much Mr Smith for .....
Kenneth12/19/16101010Thanks for answering my question!

Recent Answers from John D Smith, CFP

2017-02-14 Money Questions:

Hi. To confirm I understand your question, you have access to US dollars and are wondering if a bank will give you a loan using these US dollars as security? To clarify, are the US dollars in a local US

2017-02-07 Selling Price:

Hi. What you need to do in an instance such as this is calculate your average cost. For example, if you purchased 100 shares at $8, 50 shares at $10 and 25 shares at $12, your average cost of the shares

2017-01-27 Entrusting Investment company with personal information:

Hi. Thank you for reaching out with your question!    First off, I am happy to hear that you recognize the underlying motivation of the professionals providing the free dinner and offering to provide "free"

2016-12-19 Investment Sales:

Hi. If I understand your question properly, you are wondering where the brokerage company gets the money  that is paid to an investor who sells the investment? In some ways, it depends on the type of transaction

2016-09-11 investing inheritance:

Hi. I know the tiny return is tough to accept, however, safety seems to be the major concern for you. There is no free ride when it comes to trying to achieve extra return so if this is money you will


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