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