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Articles tagged: Financial Literacy
Is Investing In Peer-to-Peer Lending the Right Move for Your Portfolio?
Heard of peer-to-peer lending? Accessible to retail investors, it can provide high returns and allow you to give back to small business. Read More
90-Second Lesson: How Does a Private Equity Fund Work? Explaining Sponsors, General Partners and Limited Partners
Private equity funds can be complex. This brief guide explains the key players in PE firms, including general partners vs limited partners. Read More
‘Know Thy Numbers’ Installment #4- Cash is King: Cash Gap and Working Capital
The time between cash outflow and cash inflow, when cash is low, is called cash gap. Learn how to calculate and improve your cash gap. Read More
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