Sometimes we become overly focused on the general idea of something and forget about the little details that could “make or break” it. This applies absolutely to our finances. It’s undoubtedly tempting…
In human history, we’ve seen many periods of drastic change. Some of these changes were positive, others were vastly negative and tragic. But in every case, people inevitably said that they had…
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…
What is an asset management firm? An asset management company/firm, also known as an investment management company/firm, is a company that invests a pool of investors’ funds into investment vehicles, most commonly…
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 is legacy wealth management? Legacy wealth management is a financial planning and management process that aims to achieve certain financial goals. These goals are individual for every user. Some people want…
What is asset management? Asset management is a set of procedures focussed on managing digital, financial, and physical assets. Examples of financial assets are bank accounts and insurance policies. An example of a…
You have more assets than you think Many people accumulate various assets during their lifetime, such as bank accounts, insurance policies, real estate, stocks, options, retirement plans, pension funds, and investment portfolios.…
The democratization of online trading. Online trading platforms democratized investment by providing access to it for everyone. In the past, this was primarily a privilege of professional brokers. These days, many people…
Why your family might not inherit your money? Many people have hard-earned assets such as saving accounts in banks, insurance policies, stock options, company stocks, real estate, and RSUs. We all believe…
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