An investment professional responsible for helping individuals and businesses set and meet long-term financial goals.
Double Irish with a Dutch Sandwich
Tax avoidance tactic employed by some huge companies by combining Irish and Dutch subsidiary firms to modify profits to low or no tax jurisdictions ...
Custom Adjustable Rate Debt Structure - CARDS
Tax shelter product which entails making a large paper multimillion dollar loan to an international party. Utilized by high net worth entities, the ...
A legal contract that gives a tenant the choice to buy the property during or after the expiration of the term. During the agreement period, the pr ...
A mortgage contract provision that permits the seller of a home to transfer the responsibility to the buyer of the home for its existing mortgage. ...
IRS Publication 501
A document that explains certain tax rules that affect each individual who may need to file a federal tax return. Published by the Internal Revenue ...
Have Commodities Reached its Lowest?
Many investors are wondering if commodities have touched a bottom. Based on a Bloomberg data, commodity prices have been plunging for over four yea ...
Investors and Information Overload
In the advent of technology, information overload prevails in the world, specifically in the investment sector. If investors are not equipped with ...
Is a Financial Statement Manipulated?
How can an investor - or an average person- tell if a financial statement is manipulated or not? Here are some of the subtle signs.
Understanding 5 ETF Classes
The popularity of exchange-traded funds (ETFs) has increased through the years, primarily because it is cheaper and more liquid than mutual funds. ...
Choose Your Career Wisely: Investment Banking vs. Management Consulting
A huge number of students from top universities are aiming to be part of the financial industry. Whether they are struggling with a bachelor’ ...
SEE FOREX TUTORIAL
Buying a Home: Closing the Deal
It’s almost done! With just a few steps away, the house that you have been dreaming of will be yours.
Digesting Financial Statements: Earnings
For assessing how a company performed in a given period, the relation between income and cash flow statements should be taken into account. Several ...
An Introduction to Stocks
Imagine this: you are a company owner, you get income but you don’t go to work, you just do what you want and the money keeps coming in. This ...
Buying a Home: Writing an Offer
You’re down to the last four steps to buying your dream house. Now, you need to write an offer and the seller has to accept it. Take into acc ...
Digesting Financial Statements: Revenue
When it comes to reporting revenue, companies should pinpoint the perilous revenues, match reported revenues to the money at hand, and analyze and ...
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