FP Experts: Heather Mason-Wood on Investment Risk
Heather Mason-Wood spoke to us about investment risk and the critical importance or assessing risk and ensuring it aligns with the investor’s risk tolerance.
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FP Experts: Heather Mason-Wood on Bank Deposits and Insurance
Ever wonder what would happen to your money if something went terribly wrong at your bank. We spoke to an expert to learn how banks manage and insure customer deposits.
Quick guide to key professional designations in finance
The world of finance is full of acronyms, including numerous professional designations. The Financial Pipeline is here to help you crack the code on some of the most common investment industry designations, so you’ll know who does what and what it takes to earn them.
FP Experts: Heather Mason-Wood on Lessons from Silicon Valley Bank
The 2023 banking crisis proved worrisome, but was ultimately contained and provided some valuable investment lessons about asset-liability matching and marking securities to market.
What is fractional investing?
Fractional investing - also known as dollar-based investing - entails buying and selling less than one full unit of a security, most often common stocks.
Investing 101 Workbook
Invest in learning about ETFs and mutual funds, the interplay between bonds and interest rates, as well as the fees associated with various investments. Our third workbook delves into some of the topics all newbie investors need to know about and is a good refresher for those who are already investing.
