NSSC Blog: Before You Invest

Choosing a financial adviser – Part 1 – Why might I need an adviser?

During financial literacy month we’re shining the spotlight on choosing a financial adviser with a short two-part blog series. The first part will look at reasons why someone may need an adviser to help them manage their investments and financial goals.

So, why might you need an investment adviser? Working with an adviser will allow you to go through a step-by-step process to determine your financial and investment goals and make a plan to get there. This can include:

Adviser, robo-adviser, or DIY? Pros and Cons

It’s Investor Education Month, so what better time to review the pros and cons of three of the most common ways to invest – with a financial adviser, with a robo-adviser, or by taking the DIY route. There’s no one way to invest that suits everyone. That’s why investors have these options. In fact, investors don’t even have to choose one.

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