Managing high net worth requires significant time, energy, and experience with a variety of finances—which is why many high net worth individuals seek the services of a financial advisor. If you’re looking for net worth advice and shopping around for a financial advisor, read on for some insider knowledge that will set you up for success.
Although both stocks and bonds have fallen in 2022, it has been more than 50 years since both US stocks and bonds fell in the same year.
In this guide, we highlight how a bookkeeper does more than just “keep the books.” They also tailor an individual financial plan to your business’s needs and goals. Understanding what a bookkeeper does will help you make an informed decision on what best suits you and your business. So what is a bookkeeper’s job description, and what services do they provide?
When looking at borrowing money, there are many types of debt to consider. Debt can be broken into two categories: good debt and bad debt (also known as productive and unproductive debt). Read on if you're interested in finding out how certain kinds of debt can help you in the long run.
You made an investment, and it’s treated you well. What happens next? Well, you have the IRS to deal with, mainly. Read on for an overview of the tax implications of major crypto gains, tips for minimizing the tax hit, and the unique opportunities presented by Qualified Opportunity Zones (or QOZs).
In a post-pandemic world, some people are gearing up to spend frivolously—at least that’s what a recent McKinsey study reported. Over 50% of US consumers are planning to spend extra money on splurge purchases this year. It seems that after a year of cancelled vacations, holiday get-togethers, and events, Americans who have an expendable income are ready to spend.