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Articles tagged: Financial Literacy
The Psychology of Spending: Overcome Bad Habits, Save Your Money and Grow Your Wealth
Don’t let the current psychology of spending empty your wallet. Learn how to save your money with these frugal living tips. Read More
What is a SAFE Note and Does It Benefit Founders and Investors Alike?
What is a SAFE note, and why do startups and investors prefer them over convertible debt and other offered securities today? Read More
Women: It’s Time to Take Charge of Family Finances
Studies show a majority of wives are uninvolved in family finances. Here’s how advisors and spouses can address financial planning for women. Read More
90 Second Lesson: What are BDCs? A Look at the Business Development Company Model
BDCs or Business Development Companies are investing vehicles for funding small businesses. How can BDC investing work for your portfolio? Read More
The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing
The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth? Read More
‘Risk-Adjusted Return’ in a Nutshell
The risk-adjusted return (RAR) measures ROI relative to the risk of the investment. Learn 3 methods for calculating RAR and how to balance your risk. Read More
What Real Estate Terms Should Every Investor Know?
If you’re wondering how to invest in real estate, start with this glossary of real estate terms related to investing, property operations and loans. Read More
Investing Basics Installment #1: What is Stock? And Should You Buy Some?
What is a stock? For anyone still considering buying we cover stock basics and investment principles in this series on all things equity. Read More
Money Basics Series – Part 6: Protect Assets and Your Future Nest Egg
Protect your assets in six steps. Record, insure and track your assets to secure your nest egg for retirement and a more secure future. Read More
Money Basics Series — Part 5: Is Your Relationship Ready for a Joint Account?
Are you rushing into a joint account with your significant other? These are the questions you should ask your partner before making the commitment. Read More