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...
read more
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...
read more
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...
read more
Endowment funds are frequently talked about in the investment world, especially amongst high net worth individuals. But how often do folks actually take the time to delve into what exactly endowment funds are and how do...
read more
We talk a lot about long-term financial planning goals at Saddock Wealth. How to plan for retirement, the importance of effectively allocating your assets so that you have a diversified portfolio down the road, making plans...
read more
In our last article we discussed the 4% rule — a retirement withdrawal strategy suggesting that retirees can safely withdraw 4% of their total retirement savings every year for 30 years without running out of money....
read more
It is an unfortunate reality of financial planning and investing that retirement is inherently difficult to plan for. The times change, peoples’ circumstances change, and life expectancies change. And on top of all this, what people...
read more
It is virtually impossible to talk about investments without also talking about risk. The degree of risk that different investors are comfortable taking may vary widely, and the degree of risk of different investments may also...
read more
Hiring help with personal financial planning can be a polarizing subject. Many people either view it as something that they don’t personally need, or maybe can’t afford to outsource. Or on the other hand, it’s because...
read more
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...
read more