wealth management

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Ask These Four Questions Before Hiring a Financial Advisor

You have taken an important step towards securing your financial future by making the decision to hire a financial advisor. That’s the good news. The challenging part is interviewing several financial advisors until you find the right one. This is especially true when you aren’t sure what to ask this professional. We recommend asking the …

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Avoid These Missteps to Choose the Best Financial Advisor

Avoid These Missteps to Choose the Best Financial Advisor

When you hire someone to change the oil in your car or remodel your house, you can see the impact of their work right away. If it’s not up to your standards, you can demand a refund or hire someone else. With a financial advisor, you might not realize the effects of following poor advice …

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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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How Liquid Assets are Vital to the Success of a Business

How Liquid Assets are Vital to the Success of a Business

A company’s liquid assets include anything that can be converted to cash. Although this can describe many things a company owns, the key to real liquidity is the speed in which it can sell the asset. Below are several examples of business asset types. Common Forms of Liquid Assets The most typical way that companies …

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