planner

Example Sentences

Examples are provided to illustrate real-world usage of words in context. Any opinions expressed do not reflect the views of Dictionary.com.

Diversification becomes more important as you accumulate a larger portfolio, says Mark La Spisa, a certified financial planner based in Barrington, Ill.

From MarketWatch • May 22, 2026

For investors interested in direct, singular exposure to a private company, these platforms are probably your best bet, said Matt Chancey, a financial planner and founder of Tax Alpha Companies in Tampa, Fla.

From The Wall Street Journal • May 16, 2026

Working with a financial planner is the cleanest path, especially as dollar amounts increase and tax implications get more complicated.

From MarketWatch • May 15, 2026

“People underestimate the risk of being invested in something too conservative,” says Monica Dwyer, a financial planner with Harvest Advisors in West Chester, Ohio.

From MarketWatch • May 8, 2026

Under an old day planner and a couple of overdue library books, I found the museum gift shop bag.

From "The Line Tender" by Kate Allen