Two of the most common investment analysis strategies are top-down and bottom-up investing, the former looking at bigger picture and more macro-economic factors and the latter at company-specific fundamentals and more micro-economic details. While both approaches have the same goal of identifying profitable stocks, this article looks at some of the benefits of a bottom-up investing strategy.
Whether it is your desire to have a steady stream of income for your retirement, to fund philanthropic ambitions or to generate independent cash flow, this article provides 4 ways to create stable cash flow in retirement.
You’ve heard of the term “cash is king”—but what does this really mean, and how does your cash flow affect your everyday living and financial health? This article takes you through all things cash flow—so that you can attain a deeper understanding of this fundamental financial principle and apply the knowledge in your own life.
Most wealthy individuals think about increasing their wealth during their lifetime, but spend little time thinking about what will happen to their assets after they are gone or when they are no longer able to make decisions themselves. Estate planning is a task that many of us put off until later in life, but no matter your age or wealth, having an estate plan is among the most important things you can do for yourself and for your loved ones.
Without an estate plan, you have little control over what will happen to the assets that you have worked so hard to accumulate. This article points out the top 3 emotional reasons why estate planning is important, so that you can see the blessings estate planning can bring.
There are few lucrative investments without risk. Accepting no risk means investing in risk-free investments such as certificate of deposits and treasuries, placing money in savings accounts, or doing nothing by holding cash. The truth is that in today’s low-interest rate environment, you may have just traded one risk for another—you have accepted inflation risk.
To build wealth over time, investors need to accept risk, and short-term and long-term investors have different risks to prioritize. This article looks at the most important risk for long-term and income investors who take a long-term approach to investing.