Quotes & Sayings About Financial Advisers

Since there are a wide range of entrepreneurs fundraising at any given time, I looked at each opportunity as it has arisen and on its own merits. Then I've sat down with my financial advisers, we've looked at the numbers and gone for the businesses I believe have real potential. — Andy Murray

Massachusetts has prohibited most financial advisers from using titles like 'certified senior adviser,' and some of the largest insurers, including MetLife and Genworth Financial, have similar rules. — Charles Duhigg

Everyone has taste, yet it is more of a taboo subject than sex or money. The reason for this is simple: claims about your attitudes to or achievements in the carnal and financial arenas can be disputed only by your lover and your financial advisers, whereas by making statements about your taste you expose body and soul to terrible scrutiny. Taste is a merciless betrayer of social and cultural attitudes. Thus, while anybody will tell you as much (and perhaps more than) you want to know about their triumphs in bed and at the bank, it is taste that gets people's nerves tingling. — Stephen Bayley

The richer you are and the more financial advisers you employ, the less likelihood there is that you can ever discover what you are really worth. — Felix Dennis

Hindsight is especially unkind to decision makers who act as agents for others - physicians, financial advisers, third-base coaches, CEOs, social workers, diplomats, politicians. We are prone to blame decision makers for good decisions that worked out badly and to give them too little credit for successful moves that appear obvious only after the fact. There is a clear outcome bias. When — Daniel Kahneman

The most popular intermediate-term bond fund, among those advisers monitored by the Hulbert Financial Digest who have beaten the S&P 500 over the past 15 years, is the Vanguard Intermediate-Term Investment-Grade Fund, which charges annual fees of 0.20%, or $20 per $10,000 invested. — Anonymous

A vast industry of stockbrokers, financial planners, and investment advisers skims a fortune for themselves off the top in exchange for passing their clients' money on to people who, as a whole, cannot possibly outperform the market. — Michael Lewis

Some financial advisers say anyone who may move in less than seven years should not take out a reverse mortgage. — Charles Duhigg