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Tag: FinancialPlanning

The Role of Audit Committees in Financial Governance
Finance

The Role of Audit Committees in Financial Governance

Maddy Guzman November 20, 2024

Audit committees require members with different experiences, perspectives and expertise for optimal operation. Furthermore, an experienced chairperson who fosters collaboration among its members is essential. As mandates expand beyond financial … Read More

audit committeeFinancefinancial governanceFinancialPlanning Comment on The Role of Audit Committees in Financial Governance
The Importance of Emergency Funds
Finance

The Importance of Emergency Funds

Maddy Guzman September 5, 2024

An emergency fund is an essential element of a sound financial strategy. By creating one early, it can alleviate stress over money matters while helping prevent you from falling into … Read More

FinanceFinancialFreedomFinancialPlanning Comment on The Importance of Emergency Funds
A Guide to Understanding Capital Gains Tax
Tax

A Guide to Understanding Capital Gains Tax

Maddy Guzman July 11, 2024

Capital gains are what you make on investments you sell (stocks, real estate, etc), by subtracting your basis (what you paid for it) from your sale price (the net additional … Read More

AssetSalesCapitalGainsTaxFinancialPlanningInvestingTaxation Comment on A Guide to Understanding Capital Gains Tax
The Impact of Inflation on Investment Portfolios
Investment

The Impact of Inflation on Investment Portfolios

Tessa Clarke May 15, 2024

Inflation can have both visible and less-obvious ramifications for your portfolio, so it’s wise to review your investments during periods of inflation so as to assess any changes necessary. Certain … Read More

AssetAllocationFinancialPlanningInflationInflationImpactInvestmentPortfolio Comment on The Impact of Inflation on Investment Portfolios

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