Articulating your value proposition as an advisor is harder than ever due to changes in the industry that have advisors both racing to increase their breadth of services and compete against new ...
What are your values and how do they show up in your life, in your relationships, your work, your home and your finances? Now more than ever it's deeply important to create a framework for ways to ...
Should I be saving for my child’s future education or saving for my retirement? Should I pay down my lowest credit card debt or the one with the highest interest? Should I rent out my house or just ...
Roman Z. Matatov is with PKF O’Connor Davies, serving as a CFO for private business clients, and has a valuation and forensics background. In this four-part series of articles, I invite you to explore ...
Have you ever thought about why you save, spend, gift or invest money the way you do? If not, you’re not alone — most people haven’t. Whether you’re aware of your monetary behaviors or not, your “why” ...
A new research study by Morningstar Inc. revealed that investors place significant value on personalized financial advice and goals-based planning in their financial advisers but hold mixed reactions ...
All products featured on Self are independently selected by our editors. However, we may receive compensation from retailers and/or from purchases of products through these links. If you’re ...
There are a lot of things to consider when choosing a romantic partner, but financial responsibility is one of the most important factors. That insight comes from "A Window into Gen Z's Financial ...
Learn what absolute value means in finance, explore calculation methods like DCF analysis, and see examples to identify stock values.
The downward impact on used values from a $1,000 cash incentive on a new car is more than three times as high as the impact from a finance incentive of the same amount. And it’s more than six times as ...