Funds like Exchange Traded Funds (ETFs) and mutual funds can help you build a diversified mix of investments. As the ETF market has evolved, different types of ETFs have been developed. They can be passively managed or actively managed. Passively managed ETFs attempt to closely track a benchmark (such as a broad stock market index, […]

Some companies are growing so quickly that selling equity today makes little sense, even if the proceeds of sale would further accelerate growth. In such case, the valuation of the equity of the Company today is a relatively small portion of the value expected to be realized by the company principals over the next two […]

Here are some of the key terms related to Islamic, or sharia compliant investing.  Riba The Islamic term for interest which is prohibited in Islamic/Sharia compliant financing.  Husna Simply defined, this is a godly loan. You borrow and return the same amount of money, meaning no one is increasing their wealth through interest earned on […]

What is Islamic, or Shariah Compliant Investing? Islamic, or Shariah Compliant Investing, is a type of investment that must follow Islamic Law. It is known as socially responsible investing due to the specific requirement to access the fund that complies with Islamic principles. As charging interest is prohibited, Islamic banks agree to a certain amount […]

A family office is typically a full wealth and asset management firm that works with ultra-high-net-worth families to grow that wealth and pass it on to the next generation. Most people don’t need a family office, but it’s good to understand the services they offer. Some firms will let friends and family get access to […]

The term “generational wealth” refers to any assets passed down by one generation of a family to another. These assets can include stocks, bonds, real estate, family businesses and any other investments. In fact, only one-third of families succeed in maintaining their wealth into the next generation. Nine out of ten wealthy families lose all […]

Mobile money, or mobile payment, has emerged as a significant financial innovation in recent years. This technology has revolutionized payment habits worldwide, particularly in regions with limited access to traditional banking services. In line with the digitization of financial services, mobile money meets the challenges of inclusion, transaction security, and facilitating monetary exchanges. In an […]

What Is a Cash Book? A cash book is a financial journal that contains all cash receipts and disbursements, including bank deposits and withdrawals. This is the main area where businesses record any and all cash-related information. Entries are normally divided into cash payments and receipts. All of these are posted in the company's general […]

If you are a business owner or executive and are considering the possibility of your company being acquired, it’s important to be prepared. Here are a few things you can do to get ready: Understand the Value of Your Business: Before you start considering a potential acquisition, it’s important to have a clear understanding of […]

Depending on a company size, needs, and industry, there are many types of available capital partners. This post outlines several different types of financial partners available to companies. Angel Investors Angel Investors are generally wealthy private individuals who invest in pre-revenue companies. They are may invest individually or as part of a fund or larger […]