Read all of the latest articles and insights from the Confluent team. Our team covers a wide variety of topics that impact the financial world and more importantly the outlook and effect current events have on our client’s investments.
Introduction What if you could guarantee your financial stability now, giving you peace of mind for years to come? The road to financial stability doesn’t
Introduction Imagine: One day, suddenly, many economic predictions begin to suggest a potential recession. This news leaves the market trembling. All your safe and valuable
Asset management companies (AMCs) play a pivotal role in the financial landscape, managing investments and ensuring financial growth for individuals and institutions alike. This comprehensive
While passive investing advocates for a hands-off approach, active investing stands out with its proactive decision-making and continuous portfolio management.
Taxes play a significant role in everyone’s life, yet the intricacies surrounding them can often be daunting for beginners. In this comprehensive guide, we’ll demystify the world of taxation, exploring various types of taxes, tax-deferred accounts, backdoor Roth IRAs, qualified vs non-qualified distributions, and the implications of different employment statuses on taxes.
One of the first steps in financial planning for newlyweds is establishing a joint budget. Sit down together and list all shared expenses, including rent or mortgage, utilities, groceries, and transportation costs. Allocate funds for each category based on your combined income.
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