Asset An asset represents a positive economic value owned in whole or in part by a company or individual. It represents ownership over the positive benefits and values that the entity inherently has, could have or creates continuously. Generally speaking it is any positive value on the balance sheet. Types
In today’s fiercely competitive investment management landscape, financial advisors are encountering challenges from various fronts, including fellow advisors, brokers/dealers, insurance agents, robo-advisors, and self-directed investors. In this environment, where promising excess returns over market performance is unrealistic in the long term, advisors are exploring alternative avenues to enhance their clients’
Consumer Advisory: Insurance Tips for Coloradans Affected by Wildfire Evacuations As a financial planner, I understand the challenges that come with sudden evacuations due to wildfires. Here are some important insurance tips to consider if you are affected. Recent Wildfire Activity in Colorado Several wildfires have prompted mandatory evacuation orders
