What are unclaimed assets? When a legal event occurs that mandates that assets are passed on to another person or entity, but that transfer of ownership does not take place, those assets…
Digital assets vs normal assets Before we get into the types of digital assets and what you can and cannot do with them through your will, let’s make sure we know what…
Why do we need to protect our digital assets? Many of us haven’t thought about protecting our digital and financial assets at all. It’s not that we are irresponsible or don’t care…
Individuals who are planning their estates need to ensure their assets and property are protected in the future. It is imperative that you ponder how to protect your assets concerning investing in…
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…
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