✅ Your Trade Idea for July 25

With a good deal of negativity priced in, Bank of America just reiterated its buy rating on this down, but not out security stock.

Unsubscribe | View in Browser The Minimum Investment for a Financial Advisor   Take Retirement Quiz   Get matched with up to three vetted financial advisors who serve your area SPONSORED BY SMARTASSET How much money should you have before hiring a financial advisor? A financial advisor could help you best determine if you are on track to meet your long-term financial goals. This expert could help you determine a plan that factors your assets and taxes into your overall retirement and estate-planning goals. Investment managers, financial consultants, financial planners and even robo-advisors are all considered financial advisors. As a result, minimum thresholds vary widely. An article from Delta Wealth Advisors notes that depending on the net worth advisor you choose, you should consider hiring a financial advisor when you have between $50,000 - $1,000,000, but indicates that this much in liquid assets is the level at which an advisor's benefits potentially outweigh the costs.¹ Want to find out that asset level? Learn more here. How to Find a Financial Advisor Working with a fiduciary financial advisor can be a crucial part of any healthy retirement plan. Yet knowing how to find a vetted fiduciary is, for many, the most daunting task. SmartAsset created a no-cost tool to help match you with up to 3 vetted financial advisors serving your area. All advisors on the platform are rigorously screened through a proprietary due diligence process and legally bound to work in your best interest.   It's never too late to plan to work toward a comfortable retirement. Learn more >> Get Started Unless otherwise indicated, information is as of 5/4/2023. SmartAsset has no obligation to update any content in this article. This article may potentially include a firm or firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals or cost per engagement. SmartAsset is not a client of the aforementioned firms. SmartAsset did not receive compensation for including any of the firms in the aforementioned article. This article contains links to SmartAsset's financial advisor matching tool, which may or may not match you with the firms mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor). This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). 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Sources: "How Much Money Should You Have to Hire a Financial Advisor?", Delta Wealth Advisors (July, 2022) Trade Time ✅ With a good deal of negativity priced in, Bank of America just reiterated its buy rating on this down, but not out security stock. SEE FULL ALERT IRS Loophole Gives Americans An Escape From Inflation [ad]   Have you heard about Section 408(m)(3)? It's a little-known cousin of Section 401(k) of IRS code. I like to call it the "cheat code" that unlocks REAL assets you simply can't find anywhere else. Section 408(m)(3) lets you open a Precious Metals "Self Directed" IRA and put REAL gold and silver into a tax-advantaged account. While you still can: Get a FREE Info Kit on Gold, and the IRS "Cheat Code" to legally move your IRA or 401(k) to precious metals. 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