Is paying a financial advisor 1% worth it? [USA TODAY]
LendingTree, Inc. (TREE)
Last lendingtree, inc. earnings: 2/25 07:00 am
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Source: USA TODAY
What do financial advisors do? Financial advisors help you manage your money and prepare for your financial future. “Their goal is to help clients answer the question ‘Am I going to be OK?'” said Chris Beard, a certified financial planner and managing partner at Professional Planning and Wealth. The services an advisor provides to help you answer that question will vary. They can include any or all of the following: Financial planning. Advisors, particularly those who call themselves planners, help you create a comprehensive financial plan. This plan typically includes guidance on all areas of your financial life, present and future. Think of it as a road map. Investment management. Some advisors only provide investment recommendations, while others also manage your portfolio. Tax planning. Advisors help you optimize your tax strategy. Some coordinate with an outside tax professional. Retirement planning. Advisors help with retirement planning, including saving, investi
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News
- Coverdash Partners With LendingTree to Launch Its First-Ever Insurance Offering for Startups and SMBsBusiness Wire
- LendingTree, Inc. to Present at the Stephens Annual Investment Conference [Yahoo! Finance]Yahoo! Finance
- LendingTree, Inc. to Present at the Stephens Annual Investment ConferencePR Newswire
- Daily HELOC rates on November 14, 2024: Rates are still falling [USA TODAY]USA TODAY
- Mortgage rates for November 14, 2024: Rates trending higher [USA TODAY]USA TODAY
TREE
Earnings
- 10/31/24 - Beat
TREE
Sec Filings
- 11/15/24 - Form 4/A
- 11/12/24 - Form 4
- 11/12/24 - Form 4
- TREE's page on the SEC website