Private equity has always played a large role in our economy. The funds held by private equity firms and investors are responsible for much of the funding that helps grow and sustain successful businesses. Although private...
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Blog
Making Stock Valuation Part of Your Investment Strategy
Recently, we have been talking about value investors. So, today we’ll expand on the topic by discussing stock valuation. The concept of stock valuation relates intricately to the concept of value investing. Value investing is the...
read moreInnovation Investors and Adopting New Technologies
If you are not already familiar with Everett M. Rogers or his 1962 book Diffusion of Innovations, we highly recommend you become acquainted with his work. With his book, Rogers introduced and popularized the concept of...
read moreInside the Minds of Value Investors
Many investors look to Warren Buffett – and others like him – as a beacon of investments. There is, after all, no doubt that Warren Buffett has been extremely successful at what he does. But how...
read moreUnderstand Investment Reports for Smart Portfolio Management
Investment reports, also referred to as equity reports or financial reports, are a key ingredient in an investor’s success. These statements include essential information about a company’s income, sales and profit growth, etc. They can even...
read moreLet Investment Cycles Guide Your Portfolio
Whether it’s the life cycle of organisms, or the rotation of the seasons, things tend to move cyclically. And the economy with regards to investment cycles is no exception. Although the economic cycle is perhaps more...
read moreExplore Social Impact Investing Options Today
Investing for a diversified portfolio is probably the most critical ingredient to building and preserving wealth. In today’s blog, we want to talk about a specific type: social impact investing. We have written about a similar...
read moreWhat to Know about Venture Capital vs Private Equity
Venture capital is a term that floats around often in the world of investors, especially high net worth investors. What exactly venture capital is, though, can be a little confusing. Some might confuse venture capital with...
read moreAsset Allocation for Foundations and Endowments
Most high net worth individuals are familiar with asset allocation. How you’re going to allocate your assets is one of the most important financial decisions you can make when it comes to your investments. We have...
read moreWhat Can a Family Financial Planner Do for You?
We’ve discussed financial planning a few times here at Saddock Wealth. And for a good reason – it’s an extremely important process, especially for high net worth individuals. But what about finding the right individual or...
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