Month: February 2025

Financial Planning: A Step-by-Step Approach

BlogBusiness

Understanding Financial Planning Financial planning means assessing your current financial situation, with or without a professional’s help, and creating a strategy to reach both short-term and long-term financial goals. TABLE OF CONTENTS What is a Financial Plan? A financial plan is a document that outlines your financial situation, goals, and strategies to achieve them. Ongoing ….  Read More

10 Key Trends in Asset Management for 2025

BlogBusiness

Welcome to the eighth edition of 10 Ideas in Asset Management. By many measures, 2024 was a challenging year, marked by rising geopolitical tensions, extreme weather events, social unrest, and shifts in the global political landscape. Despite these challenges, most financial markets—especially in the U.S.—remained resilient. As inflation eased and policies became more favorable, asset ….  Read More