Financial Investment Advice
Financial Investment Advice. The best financial advice gleaned from multiple financial gurus. Financial planning advice to help you achieve your financial goals.
How annuities work and whether annuities are an appropriate investment for you.
Advantages and disadvantages of annuities. More factors to consider when evaluating annuities as a potential investment.
What single premium annuities are and why they can be useful.
Background on annuities for the curious.
What are variable annuities? Another type of annuity to consider.
Asset allocation strategies for the individual investor – financial investment advice to take heed of.
How to calculate asset allocations for your portfolio.
What asset allocation model may work best for you? Here are some suggestions to consider.
In order to develop your own viewpoint on asset allocation, first seek to understand the basic theory behind asset allocation.
What some leading authors in the field have to say about recommened asset allocations.
In addition to learning how to grow your financial assets, another piece of financial investment advice to keep in mind is that it is just as important to learn how to protect your assets. Information on the asset protection vehicles available.
Asset protection strategies that the rich use.
Reduce estate tax expenses by considering these strategies.
Learn about the work of captive insurance companies.
A trust defined.
What it takes to set up a trust.
What a living trust is and reasons to set up one.
What an irrevocable trust is and reasons to set up one.
How to protect your assets in the event of a divorce.
Learn which assets are exempt, and why.
How to form a LLC and why it can be beneficial.
What a family limited partnership is and reasons to consider setting one up.
What a prenuptial agreement is and how it protects you.
What a charging order is and when it is an important tool to have at your disposal.
How to analyze financial statements. One piece of financial investment advice to remember: Learning to read financial statements is key to successful financial investment. Advice on key metrics to pay attention to.
What a current ratio is, what it tells you about a company, and how to calculate current ratio.
What the formula for compound interest is.
These compound interest tables can be helpful when you do not have a calculator with you.
What the debt to equity ratio is and how to calculate debt to equity ratio.
What each type of financing tells you about the company.
Example financial statement and how to read it.
More strategies to help you read financial statements
What a balance sheet is and why investors pay so much attention to it.
Close balance sheet analysis was one of the hallmarks of Graham-style investing, and an important piece of financial investment advice he often gave. How to read balance sheets.
What return on assets is, how to calculate ROA and what to take away from the number.
What return on equity is, how to calculate ROE and what to take away from the number.
Formula to help you calculate mortgage payments and find out your monthly mortgage payment expense.
What is a FHA Reverse Mortgage and more.
Finder to help find home mortgages.
A mortgage is easily the largest expense for most households. How to save on mortgage expense.
What a reverse mortgage is and whether to use it.
What refinancing is and whether you should consider refinancing.
If you are interested in refinancing, here are some important tips.