GUIDELINES TO FINANCIAL FREEDOM
GUIDELINES TO FINANCIAL FREEDOM
In a perfect world, investors would only see gains when checking their accounts. But in the real world, the stock market can be volatile and doesn’t always trade on a straight upward trajectory. No one wants their investments to decline, but when the market does trade lower, it's possible to...
A business financial advisor is a financial professional who provides business advising or guidance to businesses for compensation. These advisors are licensed to provide various services such as investment management, tax planning, debt management, budget assistance, and financial planning for businesses. These advisors can act as a “one-stop-shop” for a...
The S&P 500’s Concentration Offers a Lesson on Diversification Written by: Susan Smith (CFA) & John Smith (CFP) Reviewed by: Rob Santos Rob Santos Chief Executive Officer As CEO and founder of Arrowroot Family Office, I specialize in the overall management of the firm. I also work with affluent families on providing bespoke family office...
Stocks and bonds were both impacted by a chain of events during the third quarter. It started with rising oil prices, which caused inflation to re-accelerate in August. The rebound in inflation contributed to a sharp rise in interest rates, with the 10-year Treasury yield rising above 4.50%. The rise...
The current economic environment is drawing comparisons to the 1970s. In the early 1970s, oil prices surged following OPEC’s oil embargo, and U.S. fiscal deficits expanded as government spending increased. Today, oil prices are elevated due to supply concerns, and fiscal deficits are expanding as the government invests in infrastructure...
Behavioral financial advisor (BFA): Definition, roles and qualities Compliance Oversight by: MCO MCO MyComplianceOffice A complete compliance management software platform that helps financial services firms unify their activities across conduct and regulatory compliance. Finance is often seen as a purely logical field of study; however, individuals often overlook the emotional and behavioral parts of personal...
Personal finance is a vital skill set that all individuals and families need to intimately understand and know in order to achieve financial health or financial freedom. In order to survive as a household, a financial plan needs to be set in place, and personal finance needs to be learned;...
Understanding the intricacies of finance planning and retirement is a rather large and difficult undertaking for any individual or family, especially those without a formal financial education or degree. Retirement planning is one of the most crucial and important aspects of personal financial management that must be mastered by individuals...
Retirement is an important and significant milestone in an employee's life. As an employer, it is important to support and provide a crucial role in helping one’s employees prepare for a secure financial future. By implementing effective retirement plans and providing the correct support, one can ensure that employees are...
Individuals and families want the best support, advisory services, and management when it comes to managing their wealth. With an aspect of life as important as finances, wealthy individuals and families have necessary requirements that demand exclusive financial services from wealth management firms and financial advisors.