“Negative interest rate” is among the terms in finance and economic news that can be confusing. Viewed in terms of a bank loan, why would a bank agree to be paid back less then they lend? On the individual,...
We have discussed trusts as a useful option during estate planning. They allow a level of flexibility and control that is otherwise not available. While you may be familiar with revocable and irrevocable trusts, there is another structure that...
As you select investments for your portfolio or acquire assets, you will more than likely come across KYC forms. The information is for the financial institution to “Know your customer” – you. Some of the questions may seem invasive...
Extreme economic conditions usually should worry investors. This is because any major shift in economic indicators will affect the overall investment landscape, sometimes for a few years, sometimes for decades. Most think about inflation, recession, and depression. While these...
