What Is a Last Will and Testament? A last will and testament (commonly referred to as simply a “will”) is a legally binding document which specifies a person’s wishes regarding the inheritance…
What is asset management? Asset management can be described as the set of activities related to managing a portfolio of assets with the goal of increasing their value. For those of you…
First, let’s make an important distinction: there are, generally speaking, two main types of insurance for bank accounts. There’s the guarantee banks are required or encouraged by the state to provide, and…
Whether or not we realize it, we all have various assets that increase both in number and complexity as we progress through life. We’re talking: insurance policies retirement funds Stocks real estate…
What is a stock portfolio? Let’s start with the definition. The stock portfolio is a component of the investment portfolio that contains various stocks. Think of it as more of a concept than…
What exactly is financial planning? You’ve probably heard the term “financial planning” a lot, but do you know what it means? It has two key aspects – one related to companies and other…
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