Will it be a problem?
October 20, 2024Private credit is loans from non-bank financial institutions to private companies that could not qualify for the loan through the regular bank...
Read onFuture Planning versus Financial Planning
Future planning and financial planning differ from one another in a few ways. For one, financial planning assumes a static economy, while future planning assumes a more dynamic economy. Second, financial planning does not account for “black swan” events that can’t be predicted, such as the pandemic. It also bases its probability for returns on a Monte Carlo simulation using the bell curve. Future planning rejects the notion that returns occur on a bell curve.
At AFC we assess the gap between where you are and where you’d like to be. By looking at your circumstances, goals, and risk tolerance, we build a portfolio that suits your needs.
When done properly, the 401(k) becomes an investment in the company that can increase the bottom line.
Abigail Johnson, CEO Fidelity Investments
Private credit is loans from non-bank financial institutions to private companies that could not qualify for the loan through the regular bank...
Read onI first met Evie on the phone. It was 1986 and I had just licensed as a stockbroker. That is what we were in the 1980s before the title changed to...
Read onMost financial advisors classify their clients by the size and revenues of their accounts. They treat A+ clients better than A clients; A...
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