future financial security

money in a jar

Manage Your Money Well by Avoiding These Risks

Everyone manages their money daily, but some do a poor job at it while others save and invest wisely. It’s important to avoid certain actions and learn from your mistakes if you hope to find yourself in the second category. We discuss some important wealth management risks to avoid below. Failing to Diversify Your Portfolio …

Manage Your Money Well by Avoiding These Risks Read More »

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 …

Millennial Investors Prioritize Investments that Make a Social Impact Read More »

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, …

Raise Business Capital by Selling Company Stock Read More »

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 …

Transfer Family Wealth Seamlessly with These Tips Read More »

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 …

What are the Differences Between Profits and Earnings? Read More »