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Net Worth: How to calculate and what is included?
When you want to understand your personal finances, measuring net worth can be a great place to start. You may have heard about net worth in the context of celebrities or tech titans, but everyone has a net worth. It’s important to know, since your net worth gives you a top-level overview of your…
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How to Know If You Can Afford to Buy a House, Car, and Other Big Purchases
Buying a house, car, and other big purchases like furniture or appliances can be an exciting time, but it can also be very stressful. One should consider many factors personal to them and their own tradeoffs. “Underlying many big financial decisions people make within a budget is a tradeoff between consuming more now (less saving)…
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What is Wealth Management?
Whether you’re striving to build wealth, looking to manage cash flow, or struggle to handle the complexities of your finances, wealth management is beneficial for anyone. However, there are a few things to know before determining if your wealth management strategy is aligned with your needs. Let’s jump into the importance of wealth management and…
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Analyzing the Markets with Stanley J. Kon, PhD
The first thing most professional portfolio managers do before making any trade decisions is assess current market conditions. That is why they get to the office well before the markets open to digest all new information and its impact on current prices. They also typically have access to analytic tools to process all this information.…
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Monitoring the Markets with Ripsaw®
We are excited to announce the release of Ripsaw® v 1.8! This release focuses on how current market information improves portfolio decisions. Introducing the Market Information Toolset: It is important to understand current market conditions for your portfolio decisions by seeing what the market is offering going forward in terms of expected return and risk…
