Educational Resources
Kissinger Investments publishes a quarterly newsletter called 'Financial Focus.' Click on the link above to read the previous newsletters.
Title: Investment Advisors: What You Need to Know Before Choosing One
Excerpt: "The SEC receives many questions about investment advisers—what they are and how to go about choosing one. This document answers some of the typical questions we receive from investors about investment advisers."
Brochure: Cutting Through the Confusion: Where to Turn to Help for Your Investments
Exerpt: "This brochure was developed by the Coalition for Investor Education to help you cut through the confusion of who can help you with your investments. There are many reasons you might want help with your investments. Perhaps you want to start a college fund for your child. Maybe you are concerned that you are not doing enough to save for retirement. Or maybe you simply feel the need to get your financial house in order. While some people are comfortable handling their own investments, many are not. They find the idea of creating a plan for allocating their assets bewildering, choosing a mutual fund intimidating, and designing an investment portfolio to be one more thing for which they have neither the time nor the expertise. This is nothing to be embarrassed about. Investing can be confusing."
Excerpt: "Many investors feel uncomfortable working with investment professionals. This isn't surprising, given the cloudy haze surrounding much of the financial services industry. For instance, many investment professionals receive commissions from companies for selling those firms' products -- creating an inducement for some financial salespeople to sell products that puts money in their pocket, but may or may not be the best choice for you.
But for many investors -- particularly those who don't have the time or incentive to manage their own financial situations by themselves -- a well-chosen advisor can be an important ally in creating and carrying out a long-term financial plan."
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