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How will my portfolio performance be tracked and reported?
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what does a wealth advisor do
- Integrating these accounts into the overall financial and retirement plans. How does a wealth advisor help clients who are planning for retirement determine how much money they will need to live comfortably and sustainably throughout their retirement years?
- How often should I review my tax situation? What is insurance planning?
- When should I exercise my stock options?
- Advising on strategies for maximizing employer matching contributions. How can a wealth advisor help me create and manage an emergency fund to protect against unexpected expenses and financial disruptions?
- Advising on how to allocate the funds across different asset classes and investment vehicles.
- Structuring charitable donations for maximum tax benefits.
- What kind of communication can I expect?
- What due diligence should be done on alternative investments? What is socially responsible investing (SRI)?
- How can a wealth advisor help with tax loss harvesting?
- Explaining economic trends and their potential implications for investments.
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