What is a Testamentary Trust?
What is a Testamentary Trust? A testamentary trust is one of the most common varieties of trusts. These trusts are activated by a person’s will at the time of their death. Testamentary trusts are...
View ArticleWhat are Balanced Funds?
Balanced Funds Balanced funds are a great solution for investors who are looking for a combination of income, relatively low risk, and a modest appreciation in capital. Balanced mutual funds are set up...
View ArticleWhat are Bond and Income Funds
For individuals looking for a fixed income from their financial investment, bond and income funds can be a good option. Bond funds focus primarily on bond investments, in combination with other types...
View ArticleWhat are Equity Funds?
Equity funds are a type of mutual fund that invests primarily in stocks. Often referred to as “stock funds,” this type of mutual fund is categorized based on a number of factors, such as whether it is...
View ArticleEvaluating Mutual Fund Performance
Evaluating the performance of a mutual fund can sometimes be a bit confusing, especially if you are new to investing. Mutual funds often advertise high rates of return, but many times this only...
View ArticleWhat are Global and International Funds?
Global and international funds are mutual funds that focus on investments in other countries. These funds can offer more diversity than those which focus only on the investment opportunities in one’s...
View ArticleWhat are Money Market Funds?
Money market funds are quite popular as a cash management and investment tool. These funds invest in money markets, and are commonly offered as an investment option by brokerage firms, mutual funds and...
View ArticleWhat are Specialty Funds?
A specialty fund is form of mutual fund that invests primarily in a certain sector, industry, region, or security type. Also referred to as a “specialized fund,” these investments do not offer the...
View ArticleEffective Estate Management And Minimizing Tax Burden
Effective estate planning is vital as ineffective management of your estate can lead to higher taxes and ultimately, higher tax burden. There are many professionals out there that can help you manage...
View ArticleAvoiding Most Common Estate Planning Mistakes
Estate planning is a very important step in life. Without proper estate planning, your family may have to go through long and tedious legal process after you have passed away. If you don’t give any...
View ArticleThe Process Of Applying For Probate
The process of applying for a probate is a tedious and difficult one. This is why nearly 70% of the applications produced for probate are made with the help of professional. Here are some of the steps...
View ArticleAvoid These Estate Planning Mistakes That May Increase Your Taxes
If you plan on leaving your wealth for your children, then effective estate planning is the most important thing you should care about. Here are some common mistakes people make that have them end...
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How to know your financial advisor’s experience
There used to be a time when financial planners were professionals who people could blindly trust and hand their finances, but now days it is quite hard to find a financial planner who really is a...
View ArticleEligibility For Home Mortgage
Having to know how much house an individual is able to purchase is very important for anyone wishing to get a new home in the U.S. A lot of people who are interested in purchasing a house do not know...
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