All posts by nsidemybox

Risk and Portfolio Management

Happy #FinanceFriday ! We’re now getting to the fun stuff, CALCULATIONS! There are a lot of different calculations CFAs can do to evaluate the potential return and risk of an investment. But don’t you fret! Continue reading Risk and Portfolio Management


Retirement Plans

Happy #FinanceFriday ! Last week was hectic for me so I didn’t make time to post, but I’m back to discuss retirement plans.

I talk to my mother about retirement every time she makes a big purchase. It’s something I consider when I’m dipping into my savings account. Retirement is in the back of every working person’s mind.

There are 2 main types of retirement plans that are available through your employer: Continue reading Retirement Plans

Investment Taxation

Happy #FinanceFriday ! I hope all of you have used the skills you’ve learned from reading these articles and started investing for your future. With Tax Day just behind us, its fitting discuss taxation on investments.

As with any income, Uncle Sam’s greedy self is there to take his share. If you earn dividends or sell investments and received cash, you have to Continue reading Investment Taxation


Financial Planning

We discussed saving money in the first installment of this #FinanceFriday series, but we didn’t cover the financial life cycle.

The financial life cycle describes Continue reading Financial Planning