Can I retire with 1 Million dollars? It is possible to live off of an initial investment of $1 million if you need to be able to get $50,000 in income each year, but it will depend on a variety of factors, including your age, life expectancy, and risk tolerance. To...
What should I know about the relationship between risk management and investing?
Risk management is an important aspect of investing It involves identifying and evaluating the potential risks associated with an investment, and implementing strategies to mitigate those risks. The goal of risk management is to protect the investor's capital and to...
What would most people benefit from when having an annual or even a first time review for investment advisory purposes? What would be some tools that financial advisors might use to offer such reviews and plans?
Getting a financial review from an investment advisor Annual or periodic investment reviews can be helpful for most people to assess the performance of their investment portfolio and to make any necessary adjustments to their investment strategy. Here are a few things...
What types of business protection options are there for small businesses that are growing, from an investment, risk management, insurance and management perspective?
Some basic information about Business Strategic planning and Risk management during growth periods There are many business protection options available for small businesses that are growing, depending on the specific needs and goals of the business. Here are a few...
What are some “trusted advisors” by job classification or specific duties and services or competencies?
Some basic information about Trusted Advisors Trusted advisors are professionals who provide expert advice and guidance on a wide range of topics and who are known for their integrity, expertise, and commitment to their clients. Trusted advisors can be found in many...
Can detail the different licenses an investment professional might hold? And tell me what the main functions of each type of mainstream license are?
What are some of the financial Licenses a typical investment advisor might have? There are many different licenses that an investment professional might hold, depending on their specific job responsibilities and the regulatory requirements of their jurisdiction. Here...
What does an estate planner do? Do they have to be a lawyer or accountant, or can anyone call themselves an estate planner?
What are some basics about who handles estate planning? Estate planning involves the process of creating a plan to manage and distribute your assets during your lifetime and after your death. An estate planner is a professional who helps you create an estate plan that...
Can you tell me about the Public markets available for non accredited investors – public investors?
Public Market investments for non-accredited investors The term "non-accredited investor" refers to an individual who does not meet the Securities and Exchange Commission's (SEC's) definition of an accredited investor. Accredited investors are defined as individuals...
How does the fed rate influence investments from a global or macro perspective?
What are some aspects of the fed fund rate that should be understood by mainstream investors? The federal funds rate, also known as the "fed rate," is the interest rate at which banks lend and borrow overnight funds from each other. The Federal Reserve sets the fed...
Why are hedge funds risky? Do they concentrate funds too heavily?
Are hedge funds risky? Hedge funds are private investment funds that use a range of strategies, including leverage, short selling, and derivatives, to generate returns. These strategies can be complex and risky, and hedge funds can be more volatile than other types of...
Can you give me a list of “typical” alternative investments? Maybe 10-15 of them?
Here are 10-15 examples of alternative investments: Private equity Real estate Commodities Hedge funds Art, collectibles, and other rare items Cryptocurrencies Agricultural land Timberland Infrastructure investments Natural resources Wine Whisky Rare coins Classic...
Who is a suitable candidate for investing in non-public alternative investments?
Who are alternative investments for? Alternative investments, such as private equity, real estate, and hedge funds, are typically less liquid and more risky than traditional investments such as stocks and bonds. As such, they may not be suitable for all investors. In...
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Finding the Right Financial Advisor
LEARN HOW WE VET FINANCIAL ADVISORS
FIND A TRUSTED FINANCIAL ADVISOR