Five things to know before investing in the stock market

By | Ask Shade, Investment 101 | No Comments

The stock market can help you make a lot of money, if you invest knowing the nitty-gritty of the market. Here’s what you need to know Never jump blindly into stock markets It often happens that while talking to your friends and colleagues, the discussion heads towards the stock market, and also how the stock market helps investors make big money. You might never have invested in the market, but after hearing about all those things, you also decide to buy some stocks. This move is highly discouraged, because you are jumping in blind. You should invest in the stock…

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10 reasons you should have an Estate Plan

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Your loved ones are typically the No. 1 priority in your life, and that isn’t going to change. The best way to make sure they are taken care of after you pass is to establish an estate plan while you are still of sound mind. Here are the top 10 advantages of creating an estate plan: It provides for your immediate family.  An estate plan will provide enough money for your surviving spouse to continue to care for the family. If both you and your spouse pass, an estate plan will name appointed guardians to care for your children. It…

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THE TOP 10 ADVANTAGES OF ESTATE PLANNING

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Taking care of your family has always been the No. 1 priority in your life, and that isn’t going to change. The best way to make sure they are taken care of after you pass is to establish an estate plan while you are still of sound mind. Here are the top 10 advantages of creating an estate plan: Provide for your immediate family.  The estate plan will provide enough money for your surviving spouse to continue to care for the family. If both you and your spouse pass, an estate plan will name appointed guardians to care for your…

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Most of your wealth may not make it to the next generation- Henry Hollingdrake.

By | Ask Shade, News | No Comments

At a round table discussion with our team, Henry Hollingdrake: representing; ARM Trustees Limited, stated that the chances of wealth being efficiently transferred successfully to the next generation without incurring liabilities and unnecessary risk combined with the ability to further invest free from any restraints and excessive taxation are more complicated now than ever before. He buttressed that this is ironic given today’s world offers a lot more accessible tools for transfer and preservation of wealth. Tools like estate planning, wills and relevant estate planning vehicles such as Trusts and Foundations for example. In breaking down this claim, he further…

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