If you missed this, you can see it on your year-end financial statements. A financial adviser would be looking at the 1099-B that comes from the custodian of your investment accounts. If they see ...

Understanding cash flow statements is important because they measure whether a company generates enough cash to meet its operating expenses.

Financial advisors who work with high-net-worth individuals, family offices and institutions can enhance their services to clients with the help of an investment policy statement. This formal ...

Set an investment policy statement. Figure out your asset allocation. Avoid risky products and bad behaviors. Your investment policy statement can be thought of as an instructional manual for what ...