Independent Financial Services | Blogs
Defined Porfolio: What Is It and Is It Right for You?
A defined portfolio is an investment fund with a predetermined set of assets to be purchased. Proceeds from sold assets are returned to investors.
Can You Deduct 401(k) Contributions From Your Taxes?
Tax liabilities can affect your personal finances. It is a good idea to do whatever you can to mitigate how much you are required to pay in taxes.
What is a Power of Attorney?
A power of attorney is an essential legal instrument which allows you to protect yourself and your assets in the case of you becoming incapacitated.
What Can Small Businesses Do to Make Sure They are Paid?
Receiving timely payments from customers and clients is one of the fundamental objectives of small businesses in just about any industry.
How to Invest Conservatively
A conservative investment strategy may be attractive to people who are looking to minimize risk and do not need to earn large gains immediately.
How to Cope with a Serious Diagnosis
Finding out about a serious medical diagnosis can be quite destabilizing for many people. Here are a few ideas for dealing with a serious health diagnosis.
How Does a Unit Trust Work?
A unit trust has a fund manager who makes investments for the benefit of a beneficiary that is named in a trust deed, basically an unincorporated mutual fund.
Excise Tax: What Businesses Need to Know
It’s important businesses understand the impact of excise tax liabilities, how they affect operating costs and how much to pass on to customers.
Analyzing Mutual Fund Performance
Here are some basic suggestions for analyzing mutual fund performances to help you choose one for achieving your personal investment goals.
What is the Best Way to Balance Your Portfolio?
Balancing your portfolio is important in making sure you do not risk more than you are comfortable with, and that you reach your financial goals.
