Advisors Quote by Nancy Dunnan Download Open image “If you're uncomfortable with your financial advisor, it's probably with good reason.” — Nancy Dunnan ★ ★ ★ ★ ★ 3.3 out of 5 (3 ratings) Copy quoteShare Advisors Financial Financial advisor Ifs Money Reason Uncomfortable
Before you place your financial future in the hands of an adviser, it's imperative that you find someone who not only makes you comfortable… — Benjamin Graham Copy Share Image
Typically, when you ask a financial adviser sitting with a couple: Do you treat the man and woman differently? They say, "No!" — Sallie Krawcheck Copy Share Image
Asking for financial advice from a financial planner is like asking a barber if you need a hair cut. — Warren Buffett Copy Share Image
Financial institutions make us nervous when they're trying to do well. — Charlie Munger Copy Share Image
Having a financial adviser enables the investor to carry a psychological call option. If the investment decision turns out well, the investor takes the… — Hersh Shefrin Copy Share Image
There is not the least cause for worry about financial affairs; every person who wills to do so may rise above want, have all… — Wallace D. Wattles Copy Share Image
If fees consume more than 1% of your assets annually, you should probably shop for another adviser. — Benjamin Graham Copy Share Image
The reason so many financial advisors are called brokers is because they are often broker than you. — Robert Kiyosaki Copy Share Image
What's good for the financial industry probably isn't good for you. — Bethany McLean Copy Share Image
Always leave a sinking ship. There's no virtue in hanging on to losers. And stocks don't have feelings. — Nancy Dunnan Copy Share Image
The higher the yield, the higher the risk. A high yield is designed to attract investors. An outrageously high yield attracts fools. — Nancy Dunnan Copy Share Image
Avoid greed and fear. These are the investor's Achilles heels. Keeping all your money in the bank earning 3% interest is just as foolish… — Nancy Dunnan Copy Share Image
Give a cold shoulder to cold callers. Never invest in anything based on a phone call from someone you don't know or whose office… — Nancy Dunnan Copy Share Image
Bulls make money and bears make money, but pigs seldom do. When a stock or mutual fund is up 30%, sell one-quarter of your position. — Nancy Dunnan Copy Share Image
Sell before the holidays. Stock prices tend to rise on the last trading day before major holidays. — Nancy Dunnan Copy Share Image
When a corporation goes into the marketplace to buy back its own stock, it means management thinks the stock is undervalued. This is a… — Nancy Dunnan Copy Share Image
Never call your broker on Monday. Out of courtesy and common sense, wait until Tuesday. A good broker is focused on the opening of… — Nancy Dunnan Copy Share Image
Invest less at the end of the month. Brokers tend to push stocks at the end of the month in an effort to match… — Nancy Dunnan Copy Share Image
Have the courage of your own convictions and don't be swayed by friends who boast about their financial home runs. Last year's winners are… — Nancy Dunnan Copy Share Image
Bet on black. Buy low-debt or no-debt companies. When the economy is in trouble, these companies usually have enough cash on hand to stay… — Nancy Dunnan Copy Share Image
Invest in vanity. Buy stocks in high-profile companies whose products are designed to make you feel good and look good. — Nancy Dunnan Copy Share Image
If you don't like the idea that most of the money spent on lottery tickets supports government programs, you should know that most of… — Robert Kiyosaki Copy Share Image
Investors, of course, can, by their own behavior make stock ownership highly risky. And many do. Active trading, attempts to "time" market movements, inadequate… — Warren Buffett Copy Share Image
He was a volatile mixture of confidence and vulnerability. He could deliver extended monologues on professional matters, then promptly stop in his tracks to… — Alain de Botton Copy Share Image
Steve Jobs was a great friend as well as a trusted advisor. His legacy will extend far beyond the products he created or the… — Bob Iger Copy Share Image
National security advisors are not there to be advocates, generally. They`re not there to be partisans, they`re not there to be ideologues. — Lawrence O'Donnell Copy Share Image
When you start really respecting yourself, those you love, and your money, the result is that you start having control over your money. What… — Suze Orman Copy Share Image
... true financial freedom doesn't depend on how much money you have. Financial freedom is when you have power over your fears and anxieties… — Suze Orman Copy Share Image
I can't imagine living a life without God in my life. He is my best friend, He's my buddy, He's the one that I… — Reba McEntire Copy Share Image
Among the most disheartening and dangerous of . . . advisors, you will often find those closest to you, your dearest friends, members of… — Minnie Maddern Fiske Copy Share Image
[What if my advisor talks only about returns, not risk?] ... It's his job to take risk into account by telling you the range… — William Forsyth Sharpe Copy Share Image
If your broker or investment advisor is not familiar with the concept of standard deviation of returns, get a new one. — William J. Bernstein Copy Share Image