5 Steps To Avoid The Three-Generation Curse In Wealth Management

Posted on: 27 January 2023
Can your hard-earned wealth or successful business avoid the three-generation curse? The three-generation curse refers to the oft-cited statistic that family money or businesses often do not survive past the third generation. There are many reasons, but the mixture of family dynamics and financial activities is the biggest culprit. How can you avoid losing your wealth to the three-generation curse? Here are a few steps to take now.  1. Develop a Management Plan.
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Need A Better Financial Solution? Why You Should Join A Credit Union

Posted on: 4 October 2022
If you're tired of being a number at your bank, it's time for a change. You might think that your only option is to choose another bank, but that's not the case. Instead of choosing a national bank, it's time to switch to a credit union. If you haven't given a credit union any thought, now's the time to do that. If you're not sure how a credit union will benefit you, read the list provided below.
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What Goes On During Mortgage Underwriting?

Posted on: 6 June 2022
Once you have submitted the application for a mortgage loan, you will enter the underwriting period. Mortgage underwriting allows the lender to decide if they are willing to take the risk of lending money to borrowers for a home. They are also evaluating the applicant's ability to meet the requirements. Read below and find out what is going on with your mortgage during this time. What Is the Risk?
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Positive Applications Of Limited Partner Portals For Venture Capital Activities

Posted on: 2 February 2022
Venture capitalism is all about pooling together financial resources in an efficient manner. It often involves portals that investors can use to talk with the company sourcing the funding. Such capabilities have the following benefits for all parties involved in venture capital funding. Improve Communication Abilities When investors put up money to invest in a business or cause, they want to have ample communication abilities. They can then get meaningful information whenever they want and that can drive future investments that they may make.
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