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Financial Planning

Financial Planning

Landlord to Investor: Travis Watts on Building a Passive Portfolio
Sam Miller
Sam Miller
December 30th, 2024

Landlord to Investor: Travis Watts on Building a Passive Portfolio

What started as Travis Watts renting a room to cover his mortgage became a passionate pursuit of passive income. After diving into single-family, fix and flips, and vacation...

Wealth Tracking Simplified: Top Tips for Keeping Your Investments on Track
Joan Charanas
Joan Charanas
September 10th, 2024

Wealth Tracking Simplified: Top Tips for Keeping Your Investments on Track

Managing investments can be daunting, even for seasoned investors. With portfolios often spread across multiple asset classes, tracking their performance becomes essential for...

The Role of Wealth Management Software in Achieving Long-Term Financial Goals
Ben Gold
Ben Gold
August 26th, 2024

The Role of Wealth Management Software in Achieving Long-Term Financial Goals

This is where wealth management software comes into play. By providing comprehensive tools and insights, these software solutions help individuals and families navigate the...

How Wealth Management Apps Are Redefining Personal Finance for Investors
Ben Gold
Ben Gold
August 5th, 2024

How Wealth Management Apps Are Redefining Personal Finance for Investors

These apps offer innovative solutions for budgeting, investing, and financial planning, making it easier than ever for people to take control of their financial future. In this...

Summer ‘24’s Must-Read Books for Passive Investors
Ben Gold
Ben Gold
July 2nd, 2024

Summer ‘24’s Must-Read Books for Passive Investors

"If you want to have a better performance than the crowd, you must do things differently from the crowd." - John Templeton Our list covers everything from investor psychology to...

Private Investment Management: Navigating the Path to Financial Prosperity
Ben Gold
Ben Gold
June 24th, 2024

Private Investment Management: Navigating the Path to Financial Prosperity

The key to money is to stay invested." - Suze Orman Nowadays, more and more individuals are increasingly turning to private investment management to secure their financial...

Maximizing Efficiency: The Power of a Private Equity Dashboard
Edward Rockwell
Edward Rockwell
May 27th, 2024

Maximizing Efficiency: The Power of a Private Equity Dashboard

Efficiency is key in the investment world. As you navigate this complex industry, streamlined processes and informed decision-making become increasingly crucial. Thanks to...

Tips for Tracking Limited Partners (LP) Investments
Joan Charanas
Joan Charanas
May 8th, 2024

Tips for Tracking Limited Partners (LP) Investments

The private markets landscape in 2023 presented a mix of challenges and opportunities for limited partners (LPs). Despite a 22% decline in fundraising from the previous year,...

Diverse Insurance Products: Protecting Your Assets
Edward Rockwell
Edward Rockwell
January 23rd, 2024

Diverse Insurance Products: Protecting Your Assets

Insurance coverage plays a significant role in any smart investor's financial planning and asset protection measures. The right insurance policies safeguard your personal assets...

How to Achieve Your Boldest Goals in 2024: Making Resolutions That Last
Sam Miller
Sam Miller
January 3rd, 2024

How to Achieve Your Boldest Goals in 2024: Making Resolutions That Last

Think back to a year ago when you rang in 2023, goals and ambitions fresh in mind. Yet somehow those resolutions you confidently set lost steam as the months dragged on. Before...

Strategic Tax Planning for W-2 Investors: Maximizing Deductions & Growing Your Wealth
Edward Rockwell
Edward Rockwell
December 26th, 2023

Strategic Tax Planning for W-2 Investors: Maximizing Deductions & Growing Your Wealth

As the year draws to a close, taxes are top of mind for many W-2 employees. Preparing taxes can be notoriously confusing, especially when you factor in deductions, tax brackets,...

Closing the Year Strong: Best Practices for Evaluating Your Investment Performance
Sam Miller
Sam Miller
December 5th, 2023

Closing the Year Strong: Best Practices for Evaluating Your Investment Performance

As the year ends, it's crucial for investors, especially those with private investments, to step back and assess their investment performance. Private investments, known for their...

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