Accredited and Sophisticated Investors: What’s The Difference?
The terms “accredited” and “sophisticated” investors are often used interchangeably, but there are some key factors that differentiate them. And it has nothing to do with how you dress…
Are Alternative Investments The Best Fit For Your Retirement Plan?
Alternative investments are getting a lot of hype, but once retirement comes into the conversation, it’s a bit of a gray area. Can you afford to take on a perceived riskier investment? Will it impact your personal retirement goals?
Investing For Beginners: 24 Financial Terms You Should Know
The world of finance can be intimidating, especially when professionals start talking about financial jargon that you don’t understand. While you don’t have to be an expert, it’s important to build a strong foundation of financial literacy so you can make informed decisions about your financial future. Read on to learn more about financial literacy and discover 24 financial terms everyone should know.
Debt Management: Strategies for paying off credit card debt, student loans, and more
If you struggle with debt, know that you’re not alone. Today, the average American holds nearly $22,000 in personal debt, and over 35% of Americans reported that they’re in the most debt of their lives. There are many factors that impact personal debt, including, but
How to Evaluate Risk With Alternative Investments
Alternative investments have quickly become a top choice for many savvy investors looking to diversify their portfolios. However, like with all investments, investors must be aware of the level of risk each investment holds before diving in head first. Let’s take a closer look at the risks of alternative investments, the advantages and disadvantages, and if they’re the right investment for you.
What is a Debt Instrument? Definition, Types & Considerations
If you’ve purchased a home or a car, you likely didn’t pay for it upfront. Instead, you put some money down and took out a loan to complete the purchase. The loan is a debt instrument. Let’s look at the many different types of debt instruments and their similarities and differences.
Exploring Alternative Investments: Diversifying Your Portfolio for Enhanced Returns
Alternative investments can be a great addition to your portfolio if you want to diversify with high-performance investments. Let’s explore diversification, strategies to consider, and how alternative investments can fit into your portfolio.
6 Tax Planning Tips To Maximize Your Returns and Minimize Liabilities
Tax planning can be an overwhelming process! You need to be aware of many rules and intricacies as you start planning and filing your taxes. Here are 6 tax planning tips to help minimize your tax liabilities and decrease your tax bill.
The Psychology of Money: Understanding Your Relationship with Finances
Money isn’t always easy or comfortable to talk about. Have you ever wondered why that is? We all have different emotions and feelings about money—some people save every penny they’ve earned, while others are more of a free spirit. The psychology of money helps you
What is sustainable investing, and why is it important?
Reducing your carbon footprint and ‘going green’ isn’t a new idea, but did you know that you can be more sustainable with your investments? If you’re passionate about reducing greenhouse gas emissions and protecting the environment, read on to learn more about how sustainable investing