What financial decisions are private investors making in 2022? COVID-19 has affected individual investments on so many levels. Many investors are selling in a panic, and some are averse to taking risks. Investment management strategies are...
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Does the idea of having all your investment portfolios in one place appeal to you? What does your investment strategy look like for 2022? Take your investments up a couple of notches using a portfolio analyzer...
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Businesses use risk analysis to minimize the effects of adverse events. Risk analysis is used to gauge whether projects are aligned with a company’s strengths and have the potential for the highest rate of return for...
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Mergers and acquisitions (also written as M&As) describe the consolidation of assets or companies by means of financial transactions. These include consolidations, tender offers, the purchase of assets, mergers, and management acquisitions. Desks at financial institutions...
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Financial analysts use a valuation analysis to estimate an approximate worth of an asset. This could be equity, a business, real estate, or other assets. Analysts use a variety of methods when analyzing different assets. The...
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An Asset Protection Trust is there to protect your personal assets. This includes your personal property, business interests, and real estate. Assets are placed in the hands of trustees not eligible for creditor claims, and then...
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We have unpacked the pros and cons of business and family succession planning before. In this article, we will discuss the importance that succession planning consultants play in family businesses. For many family-owned businesses, succession planning...
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Personal financial planning doesn’t need to be complicated. Your comprehensive financial plan will help you manage your lifestyle and financial future, and a savings plan will assist in compiling an effective and efficient savings strategy. Many...
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Investment management is a complex process in a competitive industry, and keeping a handle on one’s investment performance is crucial. Investors and investment management companies need to know how a fund (or fund manager performs), so...
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At the mention of the term “family governance,” what comes to mind? How does it work and how can it benefit you and the members of your family? Family governance, in a nutshell, involves the financial...
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