Financial planning is a fluid process, and as the year comes to a close, it’s an ideal time to set goals to make 2025 the start of a prosperous future. To that end, strategic financial planning...
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Category: Saddock Wealth
Valuation: An Essential Part of Your Wealth Management Toolkit
Understanding the value of companies – and the valuation methods that underscore this assessment – is an essential aspect of financial planning and wealth management. While varying valuation methods will help you determine a company’s worth,...
read morePrivate vs. Public Investments: Key Considerations for Your Portfolio
Smart and successful wealth management is a moving target. Thus, a cornerstone of any investment management plan is a routine investment portfolio valuation and analysis. This process helps identify any opportunities or red flags that may impact...
read moreUnderstanding the Role of Bonds in Your Investment Portfolio
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...
read moreFinancial Goals for 2024 – What You Need to Know
Financial planning and analysis are essential all year long. However, the beginning of a new year marks an opportunity to dive deeper into the financial planning process. It is an excellent time to take stock of...
read moreThe Benefits of Family Governance in Wealth Management
If you own a small business or have spent a lifetime creating a nest egg to ensure your loved ones are well taken care of, then you need a plan to safeguard the legacy of all...
read moreSecure Your Future Navigating the Retirement Planning Process
Retirement planning is inherently more complicated than just setting up and contributing to a savings account. A far-reaching plan entails retirement distribution strategies, tax efficient withdrawal strategies, and additional steps that ensure peace of mind for...
read moreM&A Consulting vs Investment Banking for Business Owners
Business owners may consider selling or merging their company for a myriad of reasons. Retirement, pursuing other projects, or just enjoying the windfall of a profitable transaction are all common reasons behind a potential sale or...
read moreThe Basics of Portfolio Valuation Services
The valuation and performance of varying investments in a portfolio are never stationary and change continually. As a result, investors may want to do a health check-up on their portfolio on a routine schedule. This way,...
read moreA Helpful Guide on Estate Planning
Reviewing your estate planning options can be one of the most important steps to ensure peace of mind for you and your family. Though it may be an initially uncomfortable topic to discuss, estate planning is...
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