With recent market fluctuations, many investors find themselves routinely checking their stocks’ values, worrying that they may have missed an opportunity to buy or sell specific assets. However, while obsessive checking may result in nothing but...
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Financial planning is a broad term that encompasses everything from annual taxes to investments. However, a comprehensive financial planning process entails different types of strategic plans that align with the varying milestones in your lifetime. For...
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When you start investing your money to increase your wealth over time, you are essentially creating the building blocks of an investment portfolio. While it is easy to contribute to a retirement or savings account or...
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Living debt-free is a dream for many Americans that can seem perpetually out of reach, but this doesn’t have to be the case. Minimizing or even eliminating your debt should be a cornerstone of any personal...
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Making and adhering to smart investment strategies can be an ever-changing endeavor. Markets and trends are constantly changing, and the investment management process is an undertaking that requires a continual eye for potential pitfalls and opportunities. ...
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Wealth management is a commonly used term in finance, investing, and accounting. However, the intricacies of wealth management can be challenging to understand on the surface. Many individuals with investments or a growing income may hear...
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When it comes to investing, a portfolio analysis is an invaluable tool to ensure that an investor’s long-term financial goals are continually on track. A portfolio analysis, or investment portfolio valuation, helps ensure the health of...
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When growing your business, the financial planning process is a constantly moving target. Surrounding various strategic financial plans based on a business’s current and future success is important. Therefore, creating and evolving a financial wealth management...
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Asset allocation planning is essential at any age, but its importance grows as you consider how asset protection planning and strategic asset allocation will impact your retirement years. Regardless of whether you keep careful track of...
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Bonds are an often-overlooked component of a healthy investment portfolio. While they are essential to smart asset allocation, bonds do not grab the same attention as stocks and other investments that may have more fluctuations and...
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