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Millennial Investors Prioritize Investments that Make a Social Impact

Millennial Investors Prioritize Investments that Make a Social Impact

Millennials, the generation of people born roughly between 1980 and 2000, often get a bad rap in the workplace by older workers who see them as entitled and lacking a work ethic. The truth is that people from approximately 19 to 39 years old work as hard as anyone else does. It’s just that they …

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Raise Business Capital by Selling Company Stock

Raise Business Capital by Selling Company Stock

There’s no question that launching a company requires a significant investment of cash, something that is in short supply for most new business owners. While you might prefer sole ownership of your new business, that might not be realistic from a financial standpoint. Selling company stock can be a viable alternative in this situation. However, …

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Transfer Family Wealth Seamlessly with These Tips

Transfer Family Wealth Seamlessly with These Tips

A conversation about money between parents and adult children or grandchildren can feel uncomfortable for everyone involved. However, it’s essential for family members to get past the initial reluctance and sit down to discuss wealth transfers from one generation to the next. This is the best way to ensure that the money one generation has …

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What are the Differences Between Profits and Earnings?

What are the Differences Between Profits and Earnings?

Although profits and earnings sound like they could describe the same thing, they have different meanings in the business world. Earnings, for example, typically refers to the bottom line on a company’s income statement. Breaking it down further, a company’s net earnings describes the amount it takes in after accounting for all expenses. With net …

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Our Five Step Retirement Investment Plan for Any Age

Our Five-Step Retirement Investment Plan for Any Age

Regardless of the official age you declare yourself retired, planning a retirement investment strategy is crucial. We offer five steps below to help you along in the process. Consider Your Current Age and Desired Retirement Age The younger you are and the more years you have to retirement, the higher degree of risk you can …

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Saving Money: Critical for a Healthy Financial Future

Saving Money: Critical for a Healthy Financial Future

No one can argue the benefits of saving as much money as possible. It gives you more financial assets when you retire, forces you to live off less income, and allows you to earn interest as your savings grow. However, setting money aside takes discipline and isn’t always an easy thing to do. We explore …

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3 Common Mistakes that Can Cause a Small Business to Fail

3 Common Mistakes that Can Cause a Small Business to Fail

It takes some degree of comfort with risk to even launch a small business in the first place. To manage your business well over the years, you must balance minimizing risks to your company with introducing a product or service to the marketplace. You must also price the product or service you offer to be …

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