Why Financial Professionals are Still Important

Mark Devlin |
Categories
Finance

Robo-advisors are evolving, but they will never compete with a live person in determining how to invest your money. While working on a sensitive thing, like investments, you probably want a personal touch. A financial advisor can help you identify your goals, look at the future, and divise a way to get you where you want to be financially. You also want to be involved in the investment process. When you learn what works, and what doesn't, having a financial advisor can make a huge difference. And keep in mind that when dealing with financial advisors, you get their knowledge of the market and trends. You get their access to resources and tools, providing you with the latest information on investments, that are not necessarily accessible to the public. While robo-advisors are an easy way to get started, the financial advisor plays a personal role in your wealth management, that a robo-advisor never could.

 
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide informa*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest. Copyright 2021 Advisor Websites.tion on a topic that may be of interest. Copyright 2023 Advisor Websites.
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest. Copyright 2021 Advisor Websites.