Investing For The Future
VIDEOS: 5
AVERAGE DURATION: 3 minutes
STRATEGIES FOR BUILDING FINANCIAL SUCCESS
Boost your investment portfolio with this comprehensive series on investment tools and tips. Learn common investment myths and misconceptions, methods to diversify your portfolio, different investment locations, and other essential practices. Build confidence in your financial decisions while developing smart strategies to help you achieve your long-term financial goals.
BENEFITS
✔ REVITALIZED INVESTMENT PORTFOLIO
✔ RISK REDUCTION STRATEGIES
✔ GROWING INVESTMENTS
*The program is intended for general information purposes only. It is not intended to be relied upon and is not a substitute for professional financial advice based on your individual conditions and circumstances. Your use of Caravan services is subject to additional terms and conditions.
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3 Min Asset Allocation & Diversification
Boost your investment portfolio by investing in diverse assets.
☑ Boosted Investment Portfolio
☑ Improved Investment Understanding
☑ New Financial Goals✎ Learn The Facts: Many investment companies will help to show clients some potential options for them by creating model portfolios that are c...
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3 Min Capital Gains & Losses
Learn the difference between capital gains and losses, and how they impact your investment portfolio.
☑ Improved Investment Strategies
☑ Asset Management Skills
☑ Boosted Financial Planning✎ Learn The Facts: Capital assets include property such as your home or car, along with stocks, bonds, an...
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3 Min Different Types Of Investment Income
Understand various types of investment income to help you choose which are a good fit for you.
☑ Investment Income Awareness
☑ Boosted Tax Efficiency
☑ Dividend & Interest Payment Awareness✎ Pro Tip: If you invest in projects through crowdfunding, any profit or you earn have the potential to b...
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3 Min Investment Myths
Gain expert insight on the most common investment myths and misconceptions.
☑ Diversified Investment Portfolio
☑ Increased Savings
☑ Risk Reduction Strategies✎ Learn The Facts: Another investment myth is that it is safe to leave your investments alone. Even when participating in long term inve...
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3 Min Investment Location
Learn about investment and asset locations, and how they can help you on your financial journey.
☑ Growing Investments
☑ Boosted Tax Advantages
☑ Improved Retirement Savings✎ Learn The Facts: Custodial accounts allow adults to invest on behalf of minors, providing a way to start teaching child...
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Understanding Financial Asset Location (Highlight)
Financial asset location refers to the strategic placement of different types of investments in accounts that provide the best tax advantages. For example, placing tax-efficient assets in taxable accounts and tax-inefficient ones in retirement accounts.
*This content is intended for general inf...
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Diversifying Your Assests (Highlight)
Diversification is the strategy of spreading your investments across various asset classes, industries, or geographic areas. This reduces risk and helps protect your portfolio from market volatility.
*This content is intended for general information purposes only. It is not intended to be relie...
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Asset Allocation & Your Time Horizon (Highlight)
Your time horizon, the length of time until you need to access your investments—should guide your asset allocation strategy.
*This content is intended for general information purposes only. It is not intended to be relied upon and is not a substitute for professional health, legal, tax, investm...
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What Are Dividends (Highlight)
Dividends are payments made by companies to their shareholders, usually in the form of cash or additional stock.
*This content is intended for general information purposes only. It is not intended to be relied upon and is not a substitute for professional health, legal, tax, investment, or fin...
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Calculating Capital Gains & Losses (Highlight)
Capital gains and losses are calculated by subtracting the purchase price of an asset from its sale price.
*This content is intended for general information purposes only. It is not intended to be relied upon and is not a substitute for professional health, legal, tax, investment, or financial...
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Realized Vs. Unrealized Gains Explained (Highlight)
Realized capital gains and losses occur when you sell an asset, while unrealized gains and losses reflect changes in the value of an asset that you still hold.
*This content is intended for general information purposes only. It is not intended to be relied upon and is not a substitute for prof...
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Sustainable Finance
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*This content is intended for general information purposes only. It is not intended to be relied upon and is not a substitute for professional health, legal, tax, investment, or financial advice based on your individual conditions and circumstances. Your use of Caravan services is subject to addi...