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Articles tagged: Financial Literacy
Investing Basics for Beginners Installment #4: Why Invest in Public Companies?
You might already be investing in a public company (even if indirectly). Read about what it’s like investing in a public company and the level or transparency involved.
Read MoreInvesting Basics For Beginners Installment #2: Investing is Risky But Not Investing is Riskier
What is risk? Every investment carries some level of risk. There are several types of risks you should know about as an investor: Business Risk, Volatility Risk, Inflation Risk, Interest Rate Risk, and Liquidity Risk.
Read MoreSimplified Qualified Business Income Benefits for Small Businesses
Do you know what the Qualified Business Income Deduction is? As a business owner, you may want to consider what this dedication can do for your company when tax season comes around.
Read MoreA Diversified Real Estate Portfolio is Sound Investment Strategy
Have you been thinking of investing in real estate, but not sure what type? The key is a diversified real estate portfolio.
Read More90-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 MoreThe $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 MoreMaking Charitable Donations: Seven Practical Considerations
Being Selfless While Also Watching Out For Your Wallet You may desire to be philanthropic, but handing over money may not be the most effective way to make charitable donations. […]
Read MoreAn Investor’s Guide to Productive Assets, Physical Assets, and other Tangible Asset Types
Why Buy Farmland if You’re Not a Farmer? Tangible Assets Explained Individuals invest in tangible assets (called physical assets, hard assets, fixed assets and more, depending on the asset itself) […]
Read MoreWhat Investors Need to Know about Equity Crowdfunding: Part 2
There is considerable potential in equity crowdfunding, but all investors should be aware of the advantages and disadvantages to such investing.
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