Archive for the ‘investment and financial planning’ Category

Archive for the ‘investment and financial planning’ Category

Is Gold Worthy Enough To Mark A Place In Your Portfolio?

February 2nd, 2016

The benefits of investing in gold are often doubted in times of uncertainty in financial markets and weak global economy. The usual portfolio benefits of gold include gold being a safe haven, especially during turbulence, a promising long-term investment and a hedge against inflation. Gold’s Long-Term Performance Investors who believe gold to hold a strong […]

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Maslow's Hierarchy of Financial Planning

Maslow Meets Wealth Management: The Hierarchy of Needs from a Financial Perspective

January 9th, 2016

Maslow, a famous psychologist, came up with the idea that people are motivated to satisfy certain needs that line up in a hierarchy. They can only move up to the next stage after an underlying need is fulfilled. The hierarchy or needs theory includes five motivational levels, often depicted in a pyramid. Over the years […]

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Checkbook-IRA

How Checkbook IRA or Checkbook Control Places Control In Your Hands

October 23rd, 2015

Imagine being an enthusiastic investor who has identified multiple promising investment opportunities, but you are being slowed down due to constant reliance on custodians or administrative costs are making you think twice. This is where Checkbook IRA or Checkbook control helps you immensely. How? Read on to find out. What is Checkbook IRA or Checkbook […]

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Special Purpose Vehicles

How is the Special Purpose Vehicle Changing the Way Startups Raise Capital?

September 29th, 2015

An SPV or special purpose vehicle is a legal unit or entity which can own debt or assets such as equity, trademarks, brands, copyrights or patents on behalf of a company. SPVs act as a more flexible way for startups and small businesses to raise large quantities of capital funding from angel investors and venture […]

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9 Ethical and Competent Qualities of a Good Certified Financial Planner

September 21st, 2015

When it comes to money management, clients look for professional assistance from a financial advisor they can trust. Considering CFP certified financial advisors is a must, as they offer everything that a client would and should expect when it comes to ethically and professionally managing their hard earned money. The following qualities reveal the importance […]

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