Is researching a business opportunity investment the same as researching a franchise?
Not really. With a franchise, you can be sure of receiving a disclosure document, and that makes a huge difference in the task of researching. For example, most business opportunity sellers do not maintain a continuing relationship with their buyers, so they may not be able to give you a full list of buyers you can contact. If you receive a franchi
Why should I work with an investment professional?
A qualified investment professional can help you make sound investment decisions, assist with financial goal setting and keep you informed about how the economy and financial markets are affecting your investment portfolio. A new investor probably shouldn't pick stocks for his portfolio unless he knows the market well. Financial advisor have been w
What is the definition of a financial plan?
In general usage, a financial plan is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans.