Investment Management | Financial Planning | Capital Investment

Why Financial Planning Is Essential to Achieving a Comfortable Retirement Financial Planning is an essential step in achieving a comfortable retirement. This is because the plan outlines your expenses and income, thereby helping you know what you can and cannot afford. It can also help you determine how much you need to save each month […]

When you have a large project coming up, the decision to invest in a new building or upgrade an existing building is one of the most important factors for your business. A successful capital investment can improve a company’s production, increase profits and attract more employees. The increased revenue from a capital investment can also […]

Most investment managers operate according to the three P’s: process, people, and philosophy. The philosophy explains the overarching beliefs of an investment organization, which can range from a preference for growth stocks over value stocks to market timing and teamwork. While individual investments may be best handled by individuals, professional management can simplify complex financial […]

Financial Planning is the process of developing a plan to achieve your goals. It is an analysis of current pay and future state of your finances. You use known variables to estimate your income, asset values, and withdrawal plans. A financial plan will help you save money for your future and protect your assets. By […]

When deciding on capital investments, it is important to consider the effects on cash flow. If you do not have the cash to invest in a large project, consider investing in the necessary repairs and improvements to your existing assets. Doing nothing may also make sense, as your business would suffer from lack of clients […]

Investment Management is the process of professionally managing your assets. This process consists of investing your money in stocks, bonds and other types of securities. The goal is to achieve the investment goals you have set for yourself. The following are some of the reasons why you might need to hire an investment manager: a) […]

The Importance of Financial Planning Financial Planning is the process of carefully assessing current income and future pay. It uses known variables to predict asset values, income, and withdrawal plans. By carefully examining these variables, you can create a plan that fits your lifestyle and your goals. In addition, financial planning can help you avoid […]

Capital Investment Capital Investment refers to the spending of funds in an organization for the long-term benefit of the business. This includes the acquisition of intangible assets and tangible assets that will yield benefits in the future. While working capital is the money used to fund short-term expenses, capital investment is used to build long-term […]

The most basic elements of Investment Management are process, people, and philosophy. In short, process focuses on achieving the best possible results using the minimum capital, and philosophy focuses on the long-term value of the investment portfolio. As the name implies, the 3-P’s are the key to good fund management: processes should be based on […]

Financial Planning – How to Get Started Personal finance is all about managing money wisely. Financial planning is the process of understanding your needs and how to best satisfy them. This process can help you reach your financial goals and provide financial security for your family. In order to make your plan successful, you must […]