Podcast - NearSight and FarSight
January 29, 2021
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Month: January 2021
Podcast - NearSight and FarSight
January 27, 2021
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Articles
How to draft an Investment Policy Statement?
Define the investment objectives: The first step in drafting an IPS is to define the investment objectives. This involves assessing the risk tolerance of the trust or family office and determining the desired return. Establish the asset allocation: Once the
January 17, 2021
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Articles
Location one of the six critical factors in real estate investing
Investing in real estate can be a lucrative way to build wealth, but it’s not a one-size-fits-all approach. One of the most critical factors to consider before investing in real estate is location. Hence the adage “location, location, location!!!” Anticipating
January 6, 2021
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