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…
Angel investments on the rise With the low and often even negative interest rates on bank deposits, and the modest returns on mutual funds, especially when we take into consideration inflation rates…
One of the main goals that many people set for themselves is to better handle their finances. This goal is becoming more and more difficult to achieve, as people usually have multiple…
You’ve got a great job, opportunities for career growth, a good salary – you feel confident in your ability to provide for your family. One important thing to keep in mind, however,…
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…
You have more assets than you think. When we speak about assets, the first thing that comes to mind is stocks and investments. The reality is that people these days possess many…
Traditional estate planning Traditional estate planning enables people to protect their personal assets. These assets range from various types of financial items such as bank accounts, company shares, and stock portfolios to…
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…
Many of our skills and qualities do not come at birth but must be nurtured and developed. At school, we are often taught math, literature, good presentation skills, and so on. When…
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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