Benefits of Sharing Investment Account Information with Beneficiaries
Having an investment account inventory is essential for financial planning, and it is crucial to have a complete record of all your investment holdings. This record includes not only the account details but also the investment vehicles, their values, and any beneficiaries named on the account. However, many individuals keep this information in hard copy […]
Discounted Cash Flow
Investing in the stock market can be a challenging endeavor. There are many factors to consider, and astute investors often attempt to accurately forecast the future financial performance of the companies they’re interested in. One of the most popular methods for analyzing a company, and projecting future value, is the discounted cash flow (DCF) analysis. […]
Understanding the Main Stock Sectors
The Global Industry Classification Standard (GICS) is a widely recognized method of organizing industries into sectors, subsectors, and industries. The GICS was developed by MSCI and Standard & Poor’s (S&P) to provide a common language for the investment community to describe various sectors and subsectors. There are 11 sectors that make up the GICS framework. […]
Favorite Warren Buffett Quotes!
“The first rule of an investment is don’t lose.” — Warren Buffett, Interview (1985) Our Tip: You’ll never go broke following Buffett’s Golden Rule! “The second rule of an investment is don’t forget the first rule, and that’s all the rules there are. I mean if you buy things for far below what they’re worth, […]