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7 Streams of Income You Need To Maximize Your Earnings

Income Streams
Income Streams

Have you ever come across someone who seems to have complete financial freedom, and wonder how they got there—what their secrets are? You may feel that sense of total independence simply isn’t in the cards, but ask yourself—why can’t that be you? This article takes you through seven unique streams of income that are at your disposal. Read more to be well on your way to financial prosperity!

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Avoid These 3 Mistakes In Managing Intergenerational Wealth

You have built up significant family wealth, through entrepreneurship or otherwise. Now you wish to allocate it in a meaningful way—to empower future generations and set them up for success. You probably have a vision for the sort of impact you would like to have for generations to come, and perhaps have some idea as to what proportion of your assets beyond your needs you wish to allocate to particular family members. However, there are likely complexities to navigate as you plan out the cascading of this wealth. In this article we highlight 3 key mistakes to avoid in the process of distributing this wealth and in managing it once received.

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Are Robo-Advisors Really As Effective As Human Advisors?

A robo-advisor is a form of investment management which relies on algorithms to automate portfolio management and avoids all human interaction in the portfolio construction and rebalancing process. This automated process has given rise to a more affordable investment management option for the masses. But are robo-advisors really as effective as human advisors? What are the shortfalls of robo-advisors that investors need to know?

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How To Create Steady Cash Flow For Financial Independence In Retirement And Beyond

Between managing expenses, keeping tabs on income, and being mindful of liquidity, our retirement years can feel like a complex juggling act. Read this article to understand how to preserve and sustain a desirable cash flow in your golden years through calculating what you keep based on current tax legislation, and how you can start improving your cash flow so that you can start experiencing the freedoms that come with financial independence.

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The Job Of A Portfolio Manager Demystified

A portfolio manager is a person who is responsible for investing clients’ money, implementing investment strategies, and monitoring the performance of the portfolio to meet his or her clients’ financial objectives. A large part of a portfolio manager’s day-to-day may include closely following financial markets and current events, conducting fundamental analysis on prospective and existing holdings, and deciding whether to continue to hold an investment, buy more of a current or new investment or sell an investment.

When it comes to selecting an investment management firm to manage your money (or your client’s money in the case of family offices), the portfolio manager is an important consideration as he or she has a direct impact on the performance of your portfolio. This article takes a comprehensive look at the day-to-day responsibilities of what a portfolio manager does which will provide you with a better understanding of how to evaluate portfolio managers.

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