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Asset Management (Page 2)

Business team working together on asset management task
2020-12-09
December 09, 2020

What is asset management and why do you need it?

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…

asset management plan by DGLegacy
2020-11-10
November 10, 2020

Why you need an asset management plan?

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.…

Financial protection for stocks and investment portfolio need
2020-10-06
October 06, 2020

Why your stocks and investment portfolio need financial protection

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…

Worried Mother with Child why your family might not inherit your money
2020-04-21
April 21, 2020

Why your family might not inherit your money

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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