Category : Investing

Investing

7 Finance Terms Translated into Plain English

7 Finance Terms Translated into Plain English

When it comes to financial planning, you may feel frustrated whenever your advisor starts speaking in tongues. There are a lot of finance terms out there that regular people don’t really understand, yet feel embarrassed asking about.

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Investing

How to Measure Your Investable Assets

How to Measure Your Investable Assets

If you’re like most people, just the act of measuring something helps to change it. For example, if you’ve ever counted your daily and weekly steps using a fitness tracker, your activity levels probably increased. Keeping track of your investable assets can help you stay on the right track towards a brighter, more comfortable future.

To set up a portfolio that’s ideally calibrated for your goals, advisors ask: How much are your investable assets worth? If you don’t already know the answer, keep reading…

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Investing

Ethical Investing: How Millennials Influence the Market

ethical investing

Many investors — particularly those born after 1982 — are looking at more than just financial statements to pick their investments. Learn more about the growing cohort who prospers financially through ethical investing choices.

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