Know Your Terminology: Margin Investing
Know Your Terminology: Margin Investing If you’re looking to venture into the world of investing, it’s crucial to familiarize yourself with the jargon used in the investment community. One term that often comes up in discussions about trading and investment accounts is “margin.” Understanding what margin investing is and how it can impact your investment […]
Understanding the Investment Protection Features of Structured Notes
Understanding the Investment Protection Features of Structured Notes Structured notes come in two different forms—growth or income. One thing that is common throughout structured notes is the principal or coupon payment investment protection features. Although there are variations with each note, they will typically use one of three protection features. These features can help investors […]
Credit Management During the Holidays
Credit Management During the Holidays Credit management can be challenging for some who plan to use credit cards and other programs to fund holiday purchases. It’s common to overspend on gift giving and the rise of Buy Now Pay Later (BNPL) program participation can be tempting, but risky. BNPL programs benefit businesses but can be […]
A wealth management consultant’s quick guide to direct indexing
Many of our high-net-worth clients need ways to reduce their tax burden, and as a wealth management consultant firm, we’re getting lots of questions about direct indexing. Here’s a quick guide to this investment strategy, the possible benefits and drawbacks of including it in your portfolio, and how to learn more.