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 to enjoy financial independence during their retirement,...
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 physical asset is real estate. There is not yet 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. Not to mention digital wallets and...
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 with various professional backgrounds and jobs...
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 that if anything happened to us, these assets would go to our...
