It’s import to understand exactly what is wealth management? Wealth management is often confused with investment accounting but both of them are completely different. Wealth management encompasses professional services that can combine investment and financial advice,...
Month: March 2018
Why Hire a Quickbooks Bookkeeper?
Quickbooks is one of the most widely-used software programs for accounting and bookkeeping needs. It is used by companies big and small; even individuals use this program to manage their accounts. If you are running a small business and don’t have the budget to...
Are Edgar Services Really that Important?
As everyone knows, the Security Trades Commission has a ton of filing requirements; so many in fact that it’s hard to keep up with what is what and it can become quite confusing. That is where Colonial Stock Transfer comes in, by providing you the best Edgar services...
Are You Considering Mutual Funds?
For many, mutual funds offer a path to financial growth and wealth. If you are considering mutual funds, it's important to understand this particular type of investment product thoroughly. Even though mutual funds are one of the most accessible investment products, it...
A Comprehensive Renters Insurance Policy in Weymouth, MA Helps Cover What Other Policies Don’t
Homeowners insurance is the perfect way to make sure that your home and belongings are protected from the unexpected but protecting a home or condo that you are renting is just as important. Although many landlords carry insurance on the home itself, most of them do...